InvestGlass
HQ Address
5 Rue de Alpes, Geneva 1201, Switzerland
Website Address
Business introduction
The Swiss Sovereign CRM built for Growth
InvestGlass integrated CRM platform contains the marketing, sales, service, operations, and portfolio management software you need to grow your business
InvestGlass is a Swiss based CRM, PMS, client portal, digital onboarding tools platform. Discover the Swiss CRM platform that gives you the freedom to create, design, manage and develop your digital presence exactly the way you want.
InvestGlass Solutions
InvestGlass
Fintech friendly CRM built for banks, asset managers, remote workers and much more. Sell faster. Close more deals. InvestGlass offers the industry's leading integrated wealth advisor platform. Before any client interaction, wealth advisors check on their customised InvestGlass platform for recommendations. InvestGlass is not an investment advisor, broker or dealer and......
