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The Swiss Sovereign CRM
built for Growth.

The Swiss Sovereign CRM
built for Growth.

Trusted by the world’s fastest scaling teams.
aeon-investments
aeon-investments
b-sharpe
b-sharpe
open-geneva

The Swiss Quality Delivery

InvestGlass #1 Swiss Sovereign platform designed for professionals looking for a NON-US Cloud Act platform.

How InvestGlass Works?

InvestGlass the Swiss CRM

1. Fast setup

With our CSV import tool, you can swiftly import your Leads and Contacts within minutes.
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.
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.

Start with our most-popular templates

  • Communications

    Deliver the connected future
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    Financial services

    Empower your investors’ financial success.
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    Education

    Transform student experiences.
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    Healthcare & Life Sciences

    Accelerate time to value with a Swiss CRM.