最好的投资方式

做启动未来金融的瑞士引擎

InvestGlass

InvestGlass提供业界领先的综合财富顾问平台。 一体化平台:客户关系管理系统、内容管理系统、 面向客户的门户、金融市场饲料、人工智能, 新平衡組合......

数据驱动银行业

销售自动化适合基金销售,独立财务顾问,家庭官员和私人银行家。

云解决方案 - 无安装

自动销售
增加资产返回
简化监管过程

创始团队

Alexandre Gaillard 高勇 CEO
Sebastien Thevenaz 塞巴斯蒂安 CTO。

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电话 +41 22 552 03 26
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从今天开始

About InvestGlass

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. This website is using cookies. By using this website you agree to the following Terms of Service.

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