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Your Sovereignty

Meet InvestGlass – the Swiss Automation Tools Suite.

Broker Workflow Software

Empowering Companies that Refuse to Compromise on Sovereignty

Arab Bank Switzerland
Credit Agricole Next Bank
Linear Investment
sumsub
Aeon Investments
Aeon Investments

Digital Onboarding

CRM

Portfolio Management

Automation

Marketing Automation

Client Portal

Incident Management

Artificial Intelligence

So much more than a CRM

From onboarding to compliance, from marketings to transactions, InvestGlass streamlines every step Start strong with the Swiss Digital Suite, the complete CRM for all size businesses.

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All to help you grow.

The Perfect Tool for Banks

Transform your Digital Onboarding Operations and substantially Improve Customer Satisfaction. No programming is needed, and all data is hosted in Switzerland.

Swiss Safe Artificial Intelligence

Enable collaboration between departments and teams by unifying technology and workflows.
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