End to End Client Digital Onboarding Learn More->

Videos Centre

Getting Started


Add a new task

Consolidate Multiple Portfolios in one CSV or PDF

Set CRM fields in New Contact shortcut

Getting started with InvestGlass

Connect my email

Make fields mandatory or hidden

Transfer a record to a colleague

Bien commencer


Création d'un processus d'approbation

Signature electronique Suisse

Integrated CRM and Order Management

Découvrez un parcours advisory et trading dans InvestGlass. Ce processus est idéal pour les banques, table de trading et gérants indépendants. Lors de cette présentation nous vous montrons un parcours d'advisory et connection avec Tradingscreen Quo.

Selling Crisis? COVID19

How To Use InvestGlass Digital Onboarding and CRM? - Selling during COVID19 We invite you to discover InvestGlass coolest features for wealth mangers and asset managers. During this webinar you will learn how to orchestrate the CRM KYC - digital onboarding.

Digital Onboarding and CRM?

How To Use InvestGlass Digital Onboarding and CRM? We invite you to discover InvestGlass coolest features for wealth mangers and asset managers. During this webinar you will learn how to orchestrate the CRM KYC - digital onboarding.

Manage your clients and leads

InvestGlass is the only sales automation solution that gathers a powerful CRM, content management system, KYC, PMS, and artificial intelligence with an open community of technological partners built for bankers, family officers, asset managers.