• Turn Investment Compliant and Relevant

    Turn Investment Compliant and Relevant

    Enforcing compliance, engaging with clients, and motivating
    sales forces powered by predictive analytics and machine learning.

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  • Close more Deals with Predictive Sales

    Close more Deals with Predictive Sales

    Increase your close rate by knowing which investor is most likley to trade.

    Start Free Trial

  • Deliver a Compliant Investment Experience

    Deliver a Compliant Investment Experience

    Enforcing compliance, engaging with clients, and motivating
    sales forces powered by predictive analytics and machine learning.

    Start Free Trial

Swiss Robo Advisor for Wealth Management

Swiss Robo Advisor for Wealth Management

Each investor is unique. Regulation is complex and ever-changing. Investors’ attention is precious. Engaging them with relevant and compliant proposal is expensive. Our private banking artificial intelligence will provide you relevant and personalised financial news.

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So what does that mean for you?

So what does that mean for you?

Stay on top of investment engagements and compliance lists. Predictive analytics inform your teams about the right momentum to engage prospects and clients. Spot risks & tracks deals.

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Intuitive Portfolio rebalancing

Intuitive Portfolio rebalancing

Discover the Security Swapper. Based on simple elements : what investors bought in the past, which securities are eligible and underweight portfolio simulation. Security Swapper indicates suitable and un-biased alternatives.

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investglass

Our Pricings

Per user, per month when paid annually.

Individual

69.- CHF/m

  • One Investment Profile
  • Market Quotes and News wires Worldwide
  • Smart Alerts
  • Strategy Tutor

Details

Professional

869.-CHF/m

  • Unlimited Profiles
  • Securities Compliance Lists
  • White Label Investment Proposals
  • Call Report Dashboard
  • Automated Rebalancing
  • Proactive Suggestion

Details

Enterprise

On demand

  • 10+ users
  • CRM Integration
  • Built-in Account Aggregation
  • Client-Facing On-boarding Experience
  • Built-In Tax-Loss Harvesting

Details

Get Started

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As seen in...

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PME
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Private Banking Artificial	Intelligence
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