Come for our Swiss CRM. Stay for our everything else.

 
Financial Technology
For Advisors And Firms

1. ACQUIRE CUSTOMERS

Qualify more investors automatically and close more deals around the clock with digital on-boarding, document ID verification and facial biometrics.

2. ENGAGE CUSTOMERS

Send hyper targeted investment solicitations to each investor, so they get the most out of your advisory, private equity or banking services.

3. SUPPORT CUSTOMERS

Provide hyper-personalised suggestions at scale with a built-in artificial intelligence improving relevancy and suitability for MIFID and FIDLEG.

 
Customisable to build your business

Financial Advisor Network

PRIVATE & NEO BANKS

Robot-Advisor

AFFORDABLE AS YOU GROW

Starting at CHF 250 per month


  • Digital on-boarding

  • Contact, deal & task management

  • Prospect visit tracking

  • Document sharing

  • Meeting scheduling

  • Portfolio management

  • Engagement portal - Ebanking

  • Open API and customisable artificial intelligence

Connected to the tools you love

Build any fintech workflow and boost your sales by connecting with to our API.

 

 
Start your business journey with InvestGlass

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run, and grow your business.