Last Updated Aug 2, 2025
Overview
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Last Updated Aug 2, 2025
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No-code automation and workflow customization
Supports built-in compliance and field audit trials
All-in-one solution with CRM and PMS
Lacks a built-in calling feature
More focused on financial services
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.