A new start for your institution

Your story is your ultimate currency. This is why clients trust you.

Each investor is a person of interest

InvestGlass is committed to improve professional investors' workflows. Providing superior tools backed with artificial intelligence is the key to improve return on asset and compliance enforcement.
"Being a banker or an advisor is far from being easy today. Regulations, appropriateness, suitability and simply clients’ appetite are so difficult to align. You need to have a vision, a good story to exchange with the client while respecting your institution's conviction."
Diego Milla, Head Data

Everything you need in one platform

Watch our latest live presentation

6 core features for robotic process automation


Definition of goals, risk and providers. Improve your results and compliance screening.

Proposal builder

Investment proposals can be branded with your logo, corporate colours and appropriate disclaimers.

Rebalancing - Robot

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

Client Facing portal

Delivering the right financial information at the right time while respecting the suitability rules is a daily challenge for advisory desks. InvestGlass has been built by advisors for advisors looking for a time saving platform.

Trade Blotter

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


Artificial intelligence powered up leads to follow-up in a timely manner so that you can qualify them quickly.

The most complete wealth solution

Simple. Beautiful. Customisable. Efficient.

Please contact us for a request for proposal or request for information.
  • Account aggregator
  • Call report
  • Client facing portal
  • Client relationship system - CRM
  • Compliance and constraints machine
  • Content management system - CMS
  • Custom securities
  • Execution trade blotter
  • Financial data for price and news
  • Pre-trade and pre-advice flags
  • Funds data and prospectus
  • Leads generated with artificial intelligence
  • Marketing tools emails and calls
  • Multi-lingual support
  • On-boarding form
  • Portfolio rebalancing
  • Price alerts
  • Risk & compliance mechanisms and flags
  • White label robot advisor

Increase your
productivity with InvestGlass

Engage smarter and faster - we have the markets covered. Deliver a genuine service to each client and we assure you that your conversation rate will increase.


Embrace Digitalisation

InvestGlass is the leading robot-advisor solution in the financial industry. It’s an out-of-the-box financial platform suggesting the best investment strategy for the right customer.

Reduce Compliance Cost

Always be one steap ahead of new regulations.

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Reduce Working Time

Convert Passive Investors into Active Customers.

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Increase Return on Asset

Compliance data is an untapped source of insights.

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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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Call us: +41 22 552 03 26