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The Swiss Sovereign CRM built for growth

The Swiss sovereign sales software built for growth

500’000+ users in over 120 countries growing their business with InvestGlass

What is InvestGlass?

InvestGlass #1 Swiss Sovereign platform designed for professionals looking for a NON-US Cloud Act platform. We provide a suite of tools that are meant to streamline various processes such as client management, investment strategies, digital onboarding, compliance monitoring, and more. The software is a unique Client Relationship Management (CRM) system designed in Switzerland.

Get a demo to learn about our Swiss quality CRM platform features, or get started with our full suite of free tools and upgrade as you grow.

Solutions for every business

InvestGlass automate your business, safer in a Swiss cloud.
InvestGlass the Swiss CRM

1. Fast setup

With our CSV import tool, you can swiftly import your Leads and Contacts within minutes. Additionally, our free migration tool allows a hassle-free transition from more than a dozen CRMs with just a single click.
InvestGlass the Swiss Portfolio Management Tool

2. All-in-one selling

With InvestGlass, your team can effortlessly prioritize and engage with high-quality leads. It seamlessly integrates with your custodian feed, email and calendar right from the get-go. Moreover, it comes with built-in features like calling, SMS, and a Sumsub integration for added convenience.
InvestGlass Approval Process and Automation

3. Automate outreach

Leverage Sequences, Approval Process, Automation and automated reminders to significantly boost response rates without exerting extra effort. This will enable you to see a return on your InvestGlass investment in a matter of weeks.

Maximise ROI with a Safe Swiss CRM

  • Mariana and the PMS

    Bank & Financial Services

    Learn the how + why of InvestGlass in 10 minutes.
  • Peter the Sales at InvestGlass


    Get the Swiss CRM to power your business
  • Edouard InvestGlass


    Automation helps government focus on the most important tasks.