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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.
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.
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.