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Start your free trial today

Unlimited Users and Client Portal Users. No credit card needed.


CHF 50

per user per month
  • Full CRM

  • Calendar

  • Task


CHF 100

per user per month
  • Everything in Start plus:

  • Marketing Tools

  • Portfolio Management Tools


CHF 250

per user per month
  • Everything in Build plus:

  • API

  • Digital Onboarding

  • Client Portal


CHF 300

per user per month
  • Everything in Complete plus:

  • Custom Bots

  • Digital Signature

  • Market Place


Premium Support

Starting at CHF 1'000 per month

Custom Onboarding

Starting at CHF3'000

Data Cleanup & Import

Starting at CHF 5'000

Pricing FAQs


Do I have to sign a long-term contract?

Nope. InvestGlass is month-to-month. Cancel anytime.

Do you offer discounts? Switching from monthly to annual billing includes a 10% discount. We offer additional qualifying discounts based on your team's size, contract length, and Plan choice.

How do I import my leads into InvestGlass?

You can use our CRM migration tool that supports many existing CRMs, our Bulk Import Tool to import via CSV, or our Developer API. 

What's included in the 14-day free trial?

You and your team get full access to InvestGlass for 14-days.

Start your free trial today

Try it now for free / No credit card needed

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2 rue de jargonnant, 1207, Genève, Suisse