Wealth Management

Client
Onboarding

From Prospects to Active Clients

Leverage web form to capture CRM data and update KYC seamlessly. Accelerate your prospects and clients onboarding with simple, accurate and beautiful forms. You can mix paper and digital thanks to the CRM document vault.

  • Web forms
  • Digital signature
  • Robot advisory tools
  • Document vault

Ready
for Business

Private & retail banking

Stay on top of your clients reviews and recommendations. Master flow cycle thanks to smart tagging and spot your clients' interests. Track fund raise activities and investment in funds or regular portfolio.

  • Customisable CRM
  • Portfolio Management Tools
  • Rebalancing
  • Meetings Calendar

Automate
as much as possible

Swiss Hosting Only

Store key documents, advisory proposal, portfolio offer, into InvestGlass portal and share them with InvestGlass customisable client portal. Always review the latest file versions and never lose track of notes or insights about a specific prospect thanks to InvestGlass Contact Report.

  • Automated KYC reminders hosting
  • Open API
  • Client Portal
  • Digital signature
  • Digital contracts

Bulk email

Create email templates and send them with personalize text and attachments. Automate advisory and track who is opening your emails.

Customizable dashboards

Find InvestGlass pre-built reports and your own customizable dashboards to watch emails and contact reports turn into business. The reports can be adjusted to show your important metrics.

Easy import

When you import existing contacts list into InvestGlass, InvestGlass will automatically find missing fields to create custom fields in few seconds.

Advanced roles & permissions

Set for roles and access to views and data based on roles.

Marketing Automation

Perfect tool to engage with your customers and streamline interaction such as marketing campaigns and CRM KYC reviews.

Digital contract and signature

Turn your CRM data into digital contract you can export in PDF, share on client web portal and collect single or multiple signature.

Task and reminders

Generate tasks to do and assign them to yourself or a team member. CRM anniversary and KYC warning generate can generate tasks too.

Scheduler

Need to organise conf call with your clients - choose from several slots form your calendar - send them the link to your conf call.

Data Enrichment

Connect InvestGlass API to Crunchbase, PitchBook, Sourcescrub, Morningtar, Factset, Bloomberg and more...

Calendar

Check your Google or Outlook calendar via InvestGlass API. Synchronize meeting and todos.

Product Catalog

Create customizable security or items catalog. Track clients' interest and transactions.

File attachments

Attach files to your emails, deals and contacts. Create and manage folders where you can store reports, documents and more.

Secure infrastructure

We store and protect your data using world-class hosting infrastructure in SafeHost Geneva and Exoscale Lausanne both in Switzerland.

Daily backups

Every day - we back up your data daily going back twelve months.

GDPR

InvestGlass is fully committed to meeting GDPR requirements.

Save time
Now

Import all existing data into InvestGlass and connect InvestGlass API to your favorite digital signature and card scanning applications.
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