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InvestGlass makes investments
simple, proficient and compliant.

 

How to decrease compliance costs, accelerate revenus and attract more assets?

 

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The Best Way to Invest

 

Easy to use

 

 

 

Today, financial information must be compliant. Stressed, pressured investors are flooded by millions of news feeds which will negatively impact their investments. It could have been prevented with easy filtering and efficient tracking tool. 

At InvestGlass, we believe that each investor is unique. So we built a fully customisable platform delivering the right information to each investor at the right time.

Based in Switzerland, InvestGlass is inspired by 200 years of Swiss private banking know-how.

 

 

 

SETUP IN MINUTES

Sign up for InvestGlass it is easy to use and there are no long-term contracts commitments.

 

easy sign up

 

1
SET COMPLIANCE

First, set your investable universe, goals, performance objectives. Then access to global financial markets feeds and start picking ideas to build your ideal portfolio.

2
SPOT GLOBAL MARKETS SECURITIES

A new generation of engagement tools to enrich investor's experience.

3
RECEIVE PERTINENT NEWS ALERTS

Finally, receive pertinent alerts when your are at risk or your targets are reached.

 

 

 

 

KEEP COMPLIANCE ANYWHERE

Control icons let you know if investments are respecting your constraints.

investglass multi glass

 

STRATEGY TUTOR

When an investor comes across a strategy he would like to use, it can be added in his InvestGlass portfolio. The “Strategy Tutor” will then determine if this investment is suited to the previously prescribed Strategy and Authorised Investment list.

FOLLOWING YOU ANYWHERE

InvestGlass is immediately usable- no installation is required, no IT support needed, and no command line to learn. It is accessible on any PC, Mac, iPad, iPhone, or Android devices at anytime.

 

 

 

IMMEDIATE BENEFITS

Decreases compliance costs, Accelerates revenus and Attracts more assets.

 

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YOUR CONCERNS

I am lost with clients’ Know-Your-Customer, risk aversion while they share their investment ambitions.

I am working too much to remain ahead of TV news, tweets and newspaper.

I have multiple accounts in various institutions and I can not see them all at one place.

OUR SOLUTION

Compliant Enforcement with Authorised Securities Lists

Customise Financial feeds with All-in-one-Place

Investment Tracking Lifeguard with Smart Alerts and Strategy Tutor

 

DEDICATED TO

InvestGlass is dedicated to active investors, chief investment officers, chief operating officer, and their bankers, advisors, brokers. Try it today. Get an early access now.

 

 

 

Get Started