Come for our Swiss CRM.

Stay for our everything else! InvestGlass is the most effective way to get your investment message across.

All-in-one 
& Swiss Hosting

Starting at CHF 100 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

 
Simple and Intuitive
Customer Journey

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 workflows
to build your business

Financial Advisors Network

Hybrid Private Bank

Robot-Advisor & Neo Banks

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

Try InvestGlass for free, and explore CRM, CMS, PMS and more modern tools you need to start, run, and grow your business.


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Copyright 2019 InvestGlass SA

Proudly Made in 🇨🇭
Geneva, Switzerland