InvestGlass
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InvestGlass Evaluation Snapshot
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Product Overview
InvestGlass Overview
Product description, media, company details, support, training, deployment, customer size, languages, and industries.
Support
Training
Licensing & Deployment
Typical Customers
Why Choose InvestGlass
Problem it Solves
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Managing Client Relationships Compliance And Portfolio Operations In Financial Institutions
Target Users
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Wealth Managers
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Private Bankers
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Financial Advisors
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Asset Management Firms
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Investment Firms
Core Use Case
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Automate Client Onboarding And Compliance Checks
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Manage Investment Portfolios And Client Mandates
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Track And Nurture Client Relationships
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Run Targeted Marketing And Outreach Campaigns
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Monitor Risk And Regulatory Compliance
USP
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Swiss Sovereign CRM Purpose Built For Regulated Financial Institutions
Editorial Buyer Guidance
Who Is InvestGlass Best For?
Review the buyer problem, target users, practical use cases, and product differentiator identified by the SoftwareWorld review team.
Problem It Solves
Managing Client Relationships Compliance And Portfolio Operations In Financial InstitutionsTarget Users
- Wealth Managers
- Private Bankers
- Financial Advisors
- Asset Management Firms
- Investment Firms
Core Use Cases
- Automate Client Onboarding And Compliance Checks
- Manage Investment Portfolios And Client Mandates
- Track And Nurture Client Relationships
- Run Targeted Marketing And Outreach Campaigns
- Monitor Risk And Regulatory Compliance
Unique Selling Point
Swiss Sovereign CRM Purpose Built For Regulated Financial Institutions
Sponsored Products
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Category-Based Capabilities
InvestGlass Features
Each category combines the selected software category, its category-specific description, and the features assigned to that category.
CRM Software 29 selected features Open category ↗ ⌄
Referral Tracking
Mobile Access
Lead Qualification
Contact Database
Sales Pipeline Management
Territory Management
Quotes/Estimates
Customizable Fields
Calendar/Reminder System
Marketing Automation
Task Management
Interaction Tracking
Social Media Integration
Pipeline Management
Lead Capture
Forecasting
Contact Management
Email Management
Lead Generation
Workflow Management
Activity Dashboard
Internal Chat Integration
Segmentation
Alerts/Notifications
Document Storage
Lead Management
Reporting/Analytics
Data Import/Export
AI/Machine Learning
Pricing Information
InvestGlass Pricing
Pricing type, currency, trial availability, payment frequency, destination links, and package-level starting prices.
Starter
Fr.50
Per Month
Prices shown are profile information and may not include taxes, regional differences, introductory terms, usage limits, or add-ons. Confirm current plans on the vendor website.
Alternative Products
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Frequently Asked Questions
InvestGlass FAQs
Answers generated from approved profile information, selected options, packages, integrations, support, training, deployment, and devices.
InvestGlass is a Swiss-based all-in-one CRM and automation platform built to help financial services, wealth managers, private banks, and regulated institutions streamline client engagement, compliance, and operations with secure, sovereign data hosting. Unlike generic CRM tools, InvestGlass combines client relationship management with portfolio oversight, digital onboarding, marketing, and workflow automation in a unified suite tailored for highly regulated industries.
The platform’s strong emphasis on Swiss data sovereignty means customer information is securely hosted under strict privacy laws, boosting trust and compliance for firms operating across Europe and beyond.
Key capabilities include:
• CRM for managing prospects, contacts, communication history, and pipeline stages with audit-ready records.
• Digital onboarding and KYC tools to simplify new client entry and compliance checks.
• Portfolio management system for real-time investment insights.
• Client portal, campaign automation, and approval workflows that reduce manual work and improve engagement.
InvestGlass helps firms improve operational efficiency, automate repetitive tasks, and build deeper, more compliant client relationships.
- No, InvestGlass does not offer a free version.
- Yes, InvestGlass offers a free trial.
- No, Credit Card details are not required for the InvestGlass trial.
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InvestGlass offers the following pricing plans & packages:
Starter
Fr.50 Per Month
-
InvestGlass supports the following payment frequencies:
- Annual Subscription
- No, InvestGlass does not offer an API.
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InvestGlass offers support with the following options:
- 24x7 Support , Email , Phone , Chat , Knowledge Base
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InvestGlass offers training with the following options:
- In-person , Webinar , Documentation
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InvestGlass supports the following languages:
- English
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Following are the typical users of the InvestGlass:
- Self-Employed , Small-Business , Midsize-Business , Large-Enterprise-Business
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InvestGlass supports the following deployment:
- Cloud Hosted
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InvestGlass supports the following devices and operating systems:
- Web-Based , Linux
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