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

Start

CHF 50

per user per month
  • Full CRM

  • Calendar

  • Task

Build

CHF 100

per user per month
  • Everything in Start plus:

  • Marketing Tools

  • Portfolio Management Tools

Complete

CHF 250

per user per month
  • Everything in¬†Build¬†plus:

  • API

  • Digital Onboarding

  • Client Portal

Core

CHF 300

per user per month
  • Everything in¬†Complete¬†plus:

  • Custom Bots

  • Digital Signature

  • Market Place

 Add-Ons

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.

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