Choose the plan thatā€™s right for your business.

Start

from CHF 50/month

  • Full CRM

  • Calendar

  • Task

Build

from CHF 100/month

  • Everything in Start plus:

  • Marketing Tools

  • Portfolio Management Tools

Complete

from CHF 250/month

  • Everything inĀ BuildĀ plus:

  • API

  • Digital Onboarding

  • Client Portal

Core

from CHF 300/month

  • Everything inĀ CompleteĀ plus:

  • Custom Bots

  • Digital Signature

  • Market Place

Ā 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

Have a specific question? Check out our Product Guide.


Do I have to sign a long-term contract?

Nope.Ā 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.Ā 

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

You and your team get full access toĀ InvestGlassĀ for 14-days.

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