InvestGlass

InvestGlass

Last Updated Aug 2, 2025

Overview

Get A Firsthand Look At Software
Watch Free Demo

Be the first one to leave a review!

No review found

vendorReviewSummaryStar icon
Starting Price
Custom

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.