Pricing that fits your needs
Choose the perfect plan to optimize your customer relationships and fuel business growth
This edition requires an annual contract. This page is provided for information purposes only and is subject to change. Don’t know what to choose?
Contact us to get help with your plan.
Introducing the InvestGlass Automation Suite.
Boost your growth by utilizing top-tier, integrated sales solutions on a unified platform, and benefit from savings of up to 49%*.
Prices begin from CHF 199 per user per month.
* For further information, please reach out to our sales team.
Extend the power of InvestGlass Sales Cloud with impactful add-ons
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InvestGlass GPT Sales Cloud
Boost sales team productivity with AI. Harness the power of InvestGlass GPT, with a limited number of credits available through Sales Cloud Unlimited Edition.
CHF 699 /user/month
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Bank/ Custodian Import
InvestGlass is set to develop a seamless import script, enabling a smooth connection of your portfolios to the InvestGlass portfolio management system.
Starting from CHF 1000
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Connect to Partner API
Integrate InvestGlass with third-party APIs to supercharge your channel sales and optimise partner performance effortlessly.
Starting from CHF 500
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Revenue Optimization
Leverage InvestGlass Revenue Cloud to establish seamless connections with your revenue management processes and expedite the generation of new streams.
Starting from CHF 1500
Here are a few questions answered for you
InvestGLass Sales Cloud pricing varies depending on the edition, number of users, and add-on products. Pricing starts at CHF 199 per user per month for Standard edition. Contact us to talk about your specific business needs and use cases.
InvestGlass offers a variety of subscription terms for its products, and while most products typically operate on annual contracts, the specific terms can vary based on your requirements and preferences.