What is InvestGlass?
InvestGlass is dedicated to sales automation for wealth advisors. It's an all-in-one CRM, CMS, artificial intelligence and financial information platform.
InvestGlass aims at supporting bankers daily. Robots are killing bankers business but we won't let this happen. Do you know why? Because InvestGlass empowers wealth advisors to serve they customers smarter and faster than any robots.
Features for Wealth Advisors