Automate Simply
Grow Sustainably

Discover #1 Swiss Cloud for Sales and Automations. All plans include tools for digital onboarding, email, CRM.

Start free or get a demo

InvestGlass Is Trusted by Professionals Around the World

How does it work?

InvestGlass Swiss CRM platform has all the tools and integrations you need for marketing, sales, content management, and banks’ service.

Capture & Engage

Create digital forms to capture new leads, or import your data into #1 Swiss CRM.

Automate Marketing

The Automation suite helps you to convert prospects to customers and drive revenue.

Finance & Banking

InvestGlass offers a full PMS and Invoice system compatible with MIFID and LSFIN FIDLEG.

End-to-end
sales automation engine

Each product in the platform is powerful alone, but the real magic happens when you use them together.

Digital onboarding

Client Life Management CLM CRM

Portfolio Management

Suitability Tests

Automation

SMS / Email marketing

Employee / Client Portal

Reporting

Reach Your Digital Goals With a Solution
Trusted by Many Industries Experts

Meet with InvestGlass Team
Coming near to you.

Lyon, France

September 28, 2022

Discover InvestGlass wealth management solutions at the largest French Financial Advisor show.

Geneva, Switzerland

September 26, 2022

The annual meeting of wealth managers will allow discussion on the challenges to be met for the profession.

tech4growthepfl

Lausanne, Switzerland

September 2, 2022

Partnering for High-Tech Innovation in Finance

Explore research and unlock business ideas

Generation Z : How Millennials are different and what we should know?

01 February, 2022

How to Automation KYC for Crypto?

How to Capture New Leads in less than 8 minutes?

Find the right advice for every customer

Find the right advice for every customer

Sign up for Now

Product

Support

Use Cases

Company

Partners

Affiliates

Follow Us

© InvestGlass. All rights reserved. Powered by InvestGlass.

img.wp-smiley,img.emoji{display:inline !important;border:none !important;box-shadow:none !important;height:1em !important;width:1em !important;margin:0 .07em !important;vertical-align:-.1em !important;background:none !important;padding:0 !important;}body{--wp--preset--color--black:#000;--wp--preset--color--cyan-bluish-gray:#abb8c3;--wp--preset--color--white:#fff;--wp--preset--color--pale-pink:#f78da7;--wp--preset--color--vivid-red:#cf2e2e;--wp--preset--color--luminous-vivid-orange:#ff6900;--wp--preset--color--luminous-vivid-amber:#fcb900;--wp--preset--color--light-green-cyan:#7bdcb5;--wp--preset--color--vivid-green-cyan:#00d084;--wp--preset--color--pale-cyan-blue:#8ed1fc;--wp--preset--color--vivid-cyan-blue:#0693e3;--wp--preset--color--vivid-purple:#9b51e0;--wp--preset--gradient--vivid-cyan-blue-to-vivid-purple:linear-gradient(135deg,rgba(6,147,227,1) 0%,#9b51e0 100%);--wp--preset--gradient--light-green-cyan-to-vivid-green-cyan:linear-gradient(135deg,#7adcb4 0%,#00d082 100%);--wp--preset--gradient--luminous-vivid-amber-to-luminous-vivid-orange:linear-gradient(135deg,rgba(252,185,0,1) 0%,rgba(255,105,0,1) 100%);--wp--preset--gradient--luminous-vivid-orange-to-vivid-red:linear-gradient(135deg,rgba(255,105,0,1) 0%,#cf2e2e 100%);--wp--preset--gradient--very-light-gray-to-cyan-bluish-gray:linear-gradient(135deg,#eee 0%,#a9b8c3 100%);--wp--preset--gradient--cool-to-warm-spectrum:linear-gradient(135deg,#4aeadc 0%,#9778d1 20%,#cf2aba 40%,#ee2c82 60%,#fb6962 80%,#fef84c 100%);--wp--preset--gradient--blush-light-purple:linear-gradient(135deg,#ffceec 0%,#9896f0 100%);--wp--preset--gradient--blush-bordeaux:linear-gradient(135deg,#fecda5 0%,#fe2d2d 50%,#6b003e 100%);--wp--preset--gradient--luminous-dusk:linear-gradient(135deg,#ffcb70 0%,#c751c0 50%,#4158d0 100%);--wp--preset--gradient--pale-ocean:linear-gradient(135deg,#fff5cb 0%,#b6e3d4 50%,#33a7b5 100%);--wp--preset--gradient--electric-grass:linear-gradient(135deg,#caf880 0%,#71ce7e 100%);--wp--preset--gradient--midnight:linear-gradient(135deg,#020381 0%,#2874fc 100%);--wp--preset--duotone--dark-grayscale:url("#wp-duotone-dark-grayscale");--wp--preset--duotone--grayscale:url("#wp-duotone-grayscale");--wp--preset--duotone--purple-yellow:url("#wp-duotone-purple-yellow");--wp--preset--duotone--blue-red:url("#wp-duotone-blue-red");--wp--preset--duotone--midnight:url("#wp-duotone-midnight");--wp--preset--duotone--magenta-yellow:url("#wp-duotone-magenta-yellow");--wp--preset--duotone--purple-green:url("#wp-duotone-purple-green");--wp--preset--duotone--blue-orange:url("#wp-duotone-blue-orange");--wp--preset--font-size--small:13px;--wp--preset--font-size--medium:20px;--wp--preset--font-size--large:36px;--wp--preset--font-size--x-large:42px;}.has-black-color{color:var(--wp--preset--color--black) !important;}.has-cyan-bluish-gray-color{color:var(--wp--preset--color--cyan-bluish-gray) !important;}.has-white-color{color:var(--wp--preset--color--white) !important;}.has-pale-pink-color{color:var(--wp--preset--color--pale-pink) !important;}.has-vivid-red-color{color:var(--wp--preset--color--vivid-red) !important;}.has-luminous-vivid-orange-color{color:var(--wp--preset--color--luminous-vivid-orange) !important;}.has-luminous-vivid-amber-color{color:var(--wp--preset--color--luminous-vivid-amber) !important;}.has-light-green-cyan-color{color:var(--wp--preset--color--light-green-cyan) !important;}.has-vivid-green-cyan-color{color:var(--wp--preset--color--vivid-green-cyan) !important;}.has-pale-cyan-blue-color{color:var(--wp--preset--color--pale-cyan-blue) !important;}.has-vivid-cyan-blue-color{color:var(--wp--preset--color--vivid-cyan-blue) !important;}.has-vivid-purple-color{color:var(--wp--preset--color--vivid-purple) !important;}.has-black-background-color{background-color:var(--wp--preset--color--black) !important;}.has-cyan-bluish-gray-background-color{background-color:var(--wp--preset--color--cyan-bluish-gray) !important;}.has-white-background-color{background-color:var(--wp--preset--color--white) !important;}.has-pale-pink-background-color{background-color:var(--wp--preset--color--pale-pink) !important;}.has-vivid-red-background-color{background-color:var(--wp--preset--color--vivid-red) !important;}.has-luminous-vivid-orange-background-color{background-color:var(--wp--preset--color--luminous-vivid-orange) !important;}.has-luminous-vivid-amber-background-color{background-color:var(--wp--preset--color--luminous-vivid-amber) !important;}.has-light-green-cyan-background-color{background-color:var(--wp--preset--color--light-green-cyan) !important;}.has-vivid-green-cyan-background-color{background-color:var(--wp--preset--color--vivid-green-cyan) !important;}.has-pale-cyan-blue-background-color{background-color:var(--wp--preset--color--pale-cyan-blue) !important;}.has-vivid-cyan-blue-background-color{background-color:var(--wp--preset--color--vivid-cyan-blue) !important;}.has-vivid-purple-background-color{background-color:var(--wp--preset--color--vivid-purple) !important;}.has-black-border-color{border-color:var(--wp--preset--color--black) !important;}.has-cyan-bluish-gray-border-color{border-color:var(--wp--preset--color--cyan-bluish-gray) !important;}.has-white-border-color{border-color:var(--wp--preset--color--white) !important;}.has-pale-pink-border-color{border-color:var(--wp--preset--color--pale-pink) !important;}.has-vivid-red-border-color{border-color:var(--wp--preset--color--vivid-red) !important;}.has-luminous-vivid-orange-border-color{border-color:var(--wp--preset--color--luminous-vivid-orange) !important;}.has-luminous-vivid-amber-border-color{border-color:var(--wp--preset--color--luminous-vivid-amber) !important;}.has-light-green-cyan-border-color{border-color:var(--wp--preset--color--light-green-cyan) !important;}.has-vivid-green-cyan-border-color{border-color:var(--wp--preset--color--vivid-green-cyan) !important;}.has-pale-cyan-blue-border-color{border-color:var(--wp--preset--color--pale-cyan-blue) !important;}.has-vivid-cyan-blue-border-color{border-color:var(--wp--preset--color--vivid-cyan-blue) !important;}.has-vivid-purple-border-color{border-color:var(--wp--preset--color--vivid-purple) !important;}.has-vivid-cyan-blue-to-vivid-purple-gradient-background{background:var(--wp--preset--gradient--vivid-cyan-blue-to-vivid-purple) !important;}.has-light-green-cyan-to-vivid-green-cyan-gradient-background{background:var(--wp--preset--gradient--light-green-cyan-to-vivid-green-cyan) !important;}.has-luminous-vivid-amber-to-luminous-vivid-orange-gradient-background{background:var(--wp--preset--gradient--luminous-vivid-amber-to-luminous-vivid-orange) !important;}.has-luminous-vivid-orange-to-vivid-red-gradient-background{background:var(--wp--preset--gradient--luminous-vivid-orange-to-vivid-red) !important;}.has-very-light-gray-to-cyan-bluish-gray-gradient-background{background:var(--wp--preset--gradient--very-light-gray-to-cyan-bluish-gray) !important;}.has-cool-to-warm-spectrum-gradient-background{background:var(--wp--preset--gradient--cool-to-warm-spectrum) !important;}.has-blush-light-purple-gradient-background{background:var(--wp--preset--gradient--blush-light-purple) !important;}.has-blush-bordeaux-gradient-background{background:var(--wp--preset--gradient--blush-bordeaux) !important;}.has-luminous-dusk-gradient-background{background:var(--wp--preset--gradient--luminous-dusk) !important;}.has-pale-ocean-gradient-background{background:var(--wp--preset--gradient--pale-ocean) !important;}.has-electric-grass-gradient-background{background:var(--wp--preset--gradient--electric-grass) !important;}.has-midnight-gradient-background{background:var(--wp--preset--gradient--midnight) !important;}.has-small-font-size{font-size:var(--wp--preset--font-size--small) !important;}.has-medium-font-size{font-size:var(--wp--preset--font-size--medium) !important;}.has-large-font-size{font-size:var(--wp--preset--font-size--large) !important;}.has-x-large-font-size{font-size:var(--wp--preset--font-size--x-large) !important;}.country-selector.weglot-default{left:40px !important;right:auto !important;}.weglot-flags.flag-0.fr>a:before,.weglot-flags.flag-0.fr>span:before{background-image:url("https://cdn-fjifl.nitrocdn.com/vqWOSceVVJrWgXCpmqEEDUSVSXQFwfCN/assets/static/optimized/rev-59aafac/flags/rectangle_mat/ch.svg");}.weglot-flags.flag-1.fr>a:before,.weglot-flags.flag-1.fr>span:before{background-image:url("https://cdn-fjifl.nitrocdn.com/vqWOSceVVJrWgXCpmqEEDUSVSXQFwfCN/assets/static/optimized/rev-59aafac/flags/shiny/ch.svg");}.weglot-flags.flag-2.fr>a:before,.weglot-flags.flag-2.fr>span:before{background-image:url("https://cdn-fjifl.nitrocdn.com/vqWOSceVVJrWgXCpmqEEDUSVSXQFwfCN/assets/static/optimized/rev-59aafac/flags/square/ch.svg");}.weglot-flags.flag-3.fr>a:before,.weglot-flags.flag-3.fr>span:before{background-image:url("https://cdn-fjifl.nitrocdn.com/vqWOSceVVJrWgXCpmqEEDUSVSXQFwfCN/assets/static/optimized/rev-59aafac/flags/circle/ch.svg");}div.uk-navbar-right > ul > li:nth-child(6) > a{border:2px blue solid;background-color:blue;color:#fff;min-height:47px !important;margin-top:17px;border-radius:25px;}@media (max-width: 639px){#page\#0-0-0-2 .el-item a{min-width:203px;}}#page\#0-1-0-1 .el-image{border-radius:50%;box-shadow:0 0 0 0 #4c6cd8;transform:scale(1);animation:pulse 2s infinite;margin-top:-42px;}@keyframes pulse{0%{transform:scale(.95);box-shadow:0 0 0 0 rgba(76,108,216,.8);}70%{transform:scale(1);box-shadow:0 0 0 10px rgba(76,108,216,0);}100%{transform:scale(.95);box-shadow:0 0 0 0 rgba(76,108,216,0);}}#page\#2-1-0-0{width:150px;box-shadow:0 5px 30px rgba(60,65,124,.12);border-radius:50px;max-width:40vw;}#page\#2-1-1-0{width:150px;box-shadow:0 5px 30px rgba(60,65,124,.12);border-radius:50px;max-width:40vw;}#page\#2-1-2-0{width:150px;box-shadow:0 5px 30px rgba(60,65,124,.12);border-radius:50px;max-width:40vw;}@media (min-width: 639px) and (max-width: 1199px){#page\#2-1-2{width:50%;flex-grow:0;}}#page\#5-1-0-0 .uk-card-body{padding-top:0;}@media (max-width: 959px){#page\#6-0-0-2 > * > :nth-child(3n+0){display:none;}}#footer\#2-0-4-3 > * > *:nth-child(1) > a{color:#3567b8;}#footer\#2-0-4-3 > * > *:nth-child(2) > a{color:#06aaf4;}#footer\#2-0-4-3 > * > *:nth-child(3) > a{color:#000;}#footer\#2-0-4-3 > * > *:nth-child(4) > a{color:#8a9cfe;}