Solution introduction
One platform – Work together better
InvestGlass is a Swiss-based CRM, PMS, client portal and 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
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 therefore does not participate in the offer, sale or distribution of securities, nor does it provide any investment advice.
Keep track of your new leads with a tailored CRM. Accelerate your revenue with our unparalleled workflow. InvestGlass markets highlight the next product you will sell easy. From onboarding to KYC review, and from PMS to automation, InvestGlass provides you with the required tools to outperform your competitors and gain efficiency.
