What we do

Transforming frustrated advisers
into modern advisers

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Our Customers

Family Offices
Wealth Advisors
Asset Managers
Private Banks

Featured App

Robots conquered chess and now wealth management

InvestGlass is dedicated to sales automation for wealth advisors. It's an all-in-one CRM, CMS, artificial intelligence and financial information platform.

See in detail

On-boarding

Form profiling let you build and adapt your own profiling and store clients' answers into dedicated call report.

Customisable robot advisor

A pure B2B solution for discretionary portfolio management or advisory. Apply pre-advice check and generate branded investment proposals.

Client facing portal

Offer compliant access to relevant research documents and video.

Trade Blotter

Generate pre-trade checked - compliant trade blotters with master and child constituents.

On The Go

Information is power

InvestGlass information terminal is the most flexible platform for financial professionals who need price data, news and analytics to make smarter business decisions.
Commodities / Derivatives / Equities / Fixed Income / Foreign Exchange

+500'000

Securities

9M

Funds documents

3'000

News per minte

Now

Gain insights into your customers

Don't just randomly assign investment ideas to your customers. Track your clients' interests, updates and satisfaction level. Understand your sales behaviour. Leads strive to maximize your conversion likelihood so that your wealth advisors team isn't stretched too thin.

Reduce Compliance Cost

Optimize Operating Expenses

Increase Return on Asset

Get an overview

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Latest News

InvestGlass offers the industry's leading integrated wealth advisor platform. Before any client interaction wealth advisors check on your customised InvestGlass platform for recommendations. InvestGlass is not an investment advisor, broker or dealer and therefore does not participate in the offer, sale or distribution of securities, nor does it provide any investment advice.

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Call us: +41 22 552 03 26