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The Swiss Sovereign CRM built for Growth.

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InvestGlass Overview

InvestGlass is a robust financial software designed to empower professionals in the investment industry. This versatile tool streamlines client relationship management and investment analysis, offering a comprehensive solution for financial advisors. With its intuitive interface, you can effortlessly track and manage client interactions, ensuring personalized and timely communication. InvestGlass also provides powerful analytics features, helping you make data-driven investment decisions by analyzing market trends and portfolio performance. Moreover, its advanced compliance features ensure you stay in line with regulatory requirements, safeguarding your business reputation. Whether you're a seasoned financial advisor or just starting out, InvestGlass can simplify your workflow to enhance productivity and client satisfaction.

InvestGlass screenshot & Video

Contact Details

  • Vendor Name InvestGlass
  • Founded 2014
  • Location Switzerland
  • Employees 101-500

Support

  • 27x7 Support 24x7 Support
  • Email Email
  • Phone Phone
  • Chat Chat
  • Knowledge Base Knowledge Base

Training

  • In-person In-person
  • Webinar Webinar
  • Documentation Documentation

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based
  • Linux Linux

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business
  • Large-Enterprise-Business Large-Enterprise-Business

Language Supported

English

Industries

Banking, Financial Services, Government Administration, Hospital & Health Care, Manufacturing, Non-profit Organization Management, Retail

InvestGlass Features

InvestGlass Pricing

Pricing Type

  • Pricing Type Flat Rate

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • Free Trial Available

Free Version

  • NA

Payment Frequency

  • Annual Subscription Annual Subscription
  • Monthly Payment Monthly Payment
Pricing Page   Trial Page   Demo Page  

Plans & Packages

Starter

$50 Per Month

InvestGlass FAQ's

  • 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.

  • InvestGlass offers the following pricing plans & packages:

    Starting Plan:

    $50 Per Month

  • InvestGlass supports the following payment frequencies:

    • Annual Subscription , Monthly Payment

  • No, InvestGlass does not offer an API.

  • InvestGlass offers support with the following options:
    • 27x7 Support , Email , Phone , Chat , Knowledge Base

  • InvestGlass offers training with the following options:
    • In-person , Webinar , Documentation

  • InvestGlass supports the following languages:
    • English , French

  • InvestGlass supports the following deployment:
    • Cloud Hosted

  • InvestGlass supports the following devices and operating systems:
    • Web-Based , Linux