• 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.

    Request a Demo

  • 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.

    Request a Demo

  • 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.

    Request a Demo

Good Advice for Good Bankers

Good Advice for Good Bankers

We combine three features : a financial portal, white labelling tools for investments proposals and client-relationship analytics.

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So what does that mean for you?

So what does that mean for you?

We provide you and your clients with the most convincing investing experience:


  • • Fully Automated Portfolio Rebalancing
  • • Compliance MiFID II & Cross Border enforcements
  • • Access to global securities quotes and news
  • • Multi-custodian Aggregation
  • • Frictionless integration with your brand layouts

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Video Tour

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

Are you ready to offer a client centric experience?

InvestGlass, 1st Swiss Robo-Advisor built for Investment Professionals.

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As seen in...

Agefi
PME
Bilan
SalesTech tools for Wealth
Private Banking Artificial	Intelligence
Le Temps