Pick your growth plan
Accelerate the development of your business with Swiss Cloud applications.
14-Day Trial
Limited Access
CHF 0
- CRM
- Agenda and tasks
- Products catalog
- Digital onboarding
- Investment tools
Starter Account
per seat / per month
CHF49
- CRM
- Agenda and tasks
- Products catalog
- Digital onboarding
- Investment tools
Team Account
per seat / per month
CHF99
- All Starter Account plus
- Team calendar
- Automation for KYC
- Approval process
- Record permission
Company Account
per seat / per month
CHF299
- All Team Account plus
- Your client portal
- Success coach
- Digital signature
- Customisable API and AI
All plans
High Security Standards
InvestGlass is GDPR compliant. Your data is backed up regularly.
Access to InvestGlass Roadmap
InvestGlass customers get access to our roadmap and will be notified in real-time when a fix or a new feature is released.
Swiss Quality Customer Support
Support office hours are: 9:00am – 5:00pm PT, Monday to Friday. In English, French and Spanish.
Frequently Asked Questions
Can I change my plan?
Yes, you can upgrade or downgrade at any time. If you choose to upgrade, you’ll pay a pro-rated amount for the rest of the month. If you choose to downgrade, you’ll be credited on next month’s bill.
Do you offer discounts?
For NGO and students it is free.
Can I cancel at any time?
If you are on a monthly subscription plan yes. If not, please contact our sales team.