InvestGlass is hosted on secure Swiss servers, ensuring strong data protection, privacy, regulatory compliance, and trusted Swiss-grade security.
The Power of Automation.
The Freedom of Sovereignty.
The Freedom of Sovereignty.
InvestGlass, the only swiss platform combining onboarding, crm, pms, client portal and marketing in one smart API and open ecosystem.
Swiss Sovereign. Swiss Hosted. 14-day free trial. No credit card required.
Automation
Automation streamlines workflows, reduces manual effort, improves accuracy, and enables teams to scale operations efficiently while focusing on higher-value tasks.
Portfolio Management
Delivers centralized oversight, real-time insights, automation, and secure compliance, helping financial teams optimize decisions, control risk, and scale efficiently.
Digital Onboarding
Simplify client and employee entry with secure identity verification, automated compliance checks, faster approvals, and a seamless user experience.
Client Portal
Provide real-time access to data, documents, and communication, enhancing transparency, engagement, and client trust.
Marketing
Integrated marketing tools enable targeted campaigns, automated outreach, performance tracking, and personalized messaging to drive engagement and growth.
Empowering Companies that Refuse to Compromise on Sovereignty.
Digital Onboarding
CRM
Portfolio Management
Automation
Marketing Automation
Client Portal
Incident Management
Artificial Intelligence
“In an unstable world, we’re building the #1 Swiss Stable Cloud Suite for you and your business automation.”
Alexandre Gaillard, CEO InvestGlass
From onboarding to compliance, from marketings to transactions, InvestGlass streamlines every step Start strong with the Swiss Digital Suite, the complete CRM for all size businesses.
Remarkable results for every size business.
Enterprise
InvestGlass took the time to truly understand our business needs and priorities. From the start, their pre-sales and ongoing support stood out — they didn’t just sell a product; they partnered with us. Their team worked side-by-side with us during implementation, respecting our focus on European data sovereignty and compliance.
Mid-Sized Business
InvestGlass gave us everything we needed to grow — without ever losing that personal touch our fans love. Their team’s support has been key to keeping our marketing strong and authentic.
Small Business
We onboarded our InvestGlass AI Customer Agent like we would any new employee — and it’s now more precise and consistent than ever. When human input is needed, our team steps in seamlessly, armed with complete context.
The Perfect Tool for Banks
Transform your Digital Onboarding Operations and substantially Improve Customer Satisfaction. No programming is needed, and all data is hosted in Switzerland.
Swiss Safe Artificial Intelligence
Enable collaboration between departments and teams by unifying technology and workflows.
