The CRM system for modern finance

All-in-one digital onboarding, CRM, portfolio management, customisable engagement portal and banking open API.

 
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.

Start your business

Take the steps to move from ambition to action.

Financial Advisor Network
NEO BANKS
Robot-Advisor

Empowering independent business owners

Digital on-boarding

CRM ready for sales and bankers

Market price and news

Engagement portal - Ebanking

Reporting tools

Risk monitoring

Multiple custodians consolidation

Sales pipeline and monitoring

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

Try InvestGlass for free, and explore all the tools you need to start,
run, and grow your business.