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InvestGlass

InvestGlass

Last Updated Aug 2, 2025

Overview

InvestGlass offers an integrated platform for CRM, portfolio management, and digital onboarding, ensuring streamlined operations. Though the platform's powerful customization tools may require some initial guidance to master, its robust security and compliance features provide significant value for financial services firms seeking data integrity.

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Starting Price
Custom

What Is InvestGlass?

InvestGlass is an all-in-one, Swiss-based automation platform designed for sales and compliance. It offers a powerful combination of customer relationship management (CRM), portfolio management system (PMS), and digital onboarding tools. The platform empowers businesses in regulated industries to enhance productivity through no-code automation, AI-driven processes, and customizable workflows. The core capabilities of InvestGlass reflect its focus on data sovereignty, making it an ideal solution for firms that prioritize security.

InvestGlass Pricing

The InvestGlass cost is available in the following plans, alongside a 14-day free trial:

  • Starter: CHF 50/month
  • Standard: CHF 200/month
  • Enterprise: CHF 500/month
  • Unlimited: CHF 700/month
Request a personalized InvestGlass pricing quote for your business.

Disclaimer: The pricing is subject to change.

InvestGlass Integrations

InvestGlass software supports integration with various platforms, such as:

  • Avaloq
  • Temenos
  • Sumsub
  • Onfido
  • Saascada
Watch a free InvestGlass demo to learn more about its integration arrangements.

Who Is InvestGlass For?

InvestGlass is ideal for a range of industries, including:

  • Financial services
  • Real estate
  • Healthcare and life sciences
  • Automotive
  • Retail

Is InvestGlass Right For You?

InvestGlass is an ideal fit for businesses that prioritize data sovereignty and security, particularly those in regulated industries such as finance, media, and government. Its standout feature is the Swiss Sovereign Cloud, ensuring compliance and geopolitical independence. The platform is highly scalable, serving clients from small firms to large enterprises. Recognized for its innovative, all-in-one approach to CRM and compliance in the industry, InvestGlass is a go-to choice for several notable businesses, such as Crédit Agricole Next Bank and Arab Bank Switzerland.

Still not sure about InvestGlass? Contact our support team at (661) 384-7070 for further guidance.

Pros And Cons of InvestGlass

Pros

  • No-code automation and workflow customization

  • Supports built-in compliance and field audit trials

  • All-in-one solution with CRM and PMS

Cons

  • Lacks a built-in calling feature

  • More focused on financial services

Frequently Asked Questions

InvestGlass integrates with Avaloq, Temenos, Sumsub, Onfido, and Saascada.

The InvestGlass price plans include Starter (CHF 50/month), Standard (CHF 200/month), Enterprise (CHF 500/month), and Unlimited (CHF 700/month) plans. Request a personalized InvestGlass pricing quote tailored to your business requirements.

Yes, InvestGlass provides a RESTful API.

InvestGlass provides support through email, phone, a community forum, and a help desk. Higher-tier Enterprise and Unlimited plans include dedicated support with an SLA.

Besides English as its primary language, InvestGlass also supports French, Spanish, German, Arabic, Italian, Chinese (Simplified), and Portuguese.

Although InvestGlass does not offer a dedicated mobile app, it complements a mobile app called “Kleber” for its users.

Typical users of InvestGlass features include businesses in financial services, media, real estate, retail, and other such industries.