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
InvestGlass Specifications
Contact Management
Lead Management
Opportunity Management
Customer Communication Tracking
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
Disclaimer: The pricing is subject to change.
InvestGlass Integrations
InvestGlass software supports integration with various platforms, such as:
- Avaloq
- Temenos
- Sumsub
- Onfido
- Saascada
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.
InvestGlass Features
InvestGlass CRM is fully flexible and allows you to tailor every aspect from tabs and fields to entire layouts with no-code tools. This adaptability ensures that the platform perfectly matches your unique business processes, empowering both novice and expert users to access insightful reports and dashboards for smarter, data-driven decision-making.
This feature helps you gain a clear view of your entire sales cycle to accurately forecast revenue and plan for future growth. It keeps your team organized by tracking deals from start to finish, enabling you to identify successful strategies and make meaningful improvements to your sales process.
The platform’s automation capabilities help boost efficiency by handling repetitive tasks like approvals and email sequences with sophisticated, pre-built templates. Moreover, its robust approval workflows enhance quality control and customer service, allowing your team to save time and focus on high-value activities instead of manual processes.
This feature helps maintain strict regulatory compliance by allowing you to define granular user permissions for data access and modification. InvestGlass automatically archives a history of all field-level changes for up to 10 years, ensuring complete data integrity, accountability, and readiness for any audit.
InvestGlass allows you to launch highly targeted, GDPR-compliant email campaigns using powerful personalization tools and a complete audit trail. The system provides detailed analytics and reporting, empowering you to measure the effectiveness of your outreach, actively engage customers, and drive higher conversion rates through compliant marketing.
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