Pricing Options

Pricing per user per month. Start your full featured 14-day free trial. Card required / Paypal account needed for identity verification.


CHF 25

Per user / month
  • Market News and Price
  • Investutor
  • Strategy Builder

Try for Free


CHF 50

Per user / month
  • All Starter Features +
  • Full CRM, CMS
  • Portfolio Rebalancing A.I.
  • Model Portfolio
  • Trade Blotter
  • Suitability Tools
  • Average Response Time 10-hours



CHF 850

Per user / month
  • All Professional Features +
  • Custodian automatic upload
  • Client Facing Portal
  • Third Party App
  • Chatbot
  • Average Response Time 1-hour


Frequently Asked Questions

How does the pricing work?

You're charged a monthly subscription fee based on your account's plan. You will be invoiced at the end of your 14 day trial period if you use Paypayl Visa system. All prices listed are in CHF Swiss Francs. Please do not hesitate to contact us for price quotations in other currencies.

Is there a free plan?

You can apply for a 14 days trial period for free for the Premium and Professional Plans. Corporate Deals for over 10 users benefit from special conditions.

Do you provide a premium support?

Yes, we do! All Professional licences include a dedicated account manager.

Can you invoice me?

Yes, we can! We offer invoicing for professional plans and corporate deals. Please contact us for more details at contact @ or Call us: +41 22 552 03 26

What happens when my trial ends?

When your trial ends, you can pick the plan that best suits your needs. All our plans come with various usage limits to ensure the integrity of our service offering. InvestGlass is an out-of-box solution.

Where can I find further instructions?

Please check the support page.

What are custodial feeds?

InvestGlass integrates with a large number of direct custodial feeds. Portfolios directly managed by advisors, financial planners, and broker dealers are updated with nightly syncs. (night batch). InvestGlass normalizes feeds to provide a single source for multi-custodial businesses.

You and your team will do great things with InvestGlass

You and your team will do great things with Front On average, teams using InvestGlass can reply 2.3 times faster to incoming invetors requests.

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.

Contact Us

This email address is being protected from spambots. You need JavaScript enabled to view it.
Call us: +41 22 552 03 26
Chemin du Pré-Fleuri 3
1228 - Plan-les-Ouates Suisse