Automate Simply,Grow Sustainably

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

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

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.

1. Capture new leads

Create digital forms to capture new leads, or import your data into #1 Swiss Cloud hosted in 🇨🇭 Switzerland.

2. Automate growth

The automation suite helps you to convert prospects to customers, drive revenue and reduce compliance costs.

3. Track progress & Digitalize

Sales forecasts update every time you move a deal down the funnel. Share your investments and content via the digital portal.

The Swiss Sovereign Solution

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

Digital onboarding

Swiss Sovereign CRM

Portfolio Management

Automation

Collaborative Portal for Clients and Employees

FIDLEG / MIFID Flags

Campaign

PDF Publisher

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

Meet with InvestGlass Team
Coming near to you.

Geneve Lac

Genève

November 10, 2022

L’advisory ou la vente de fonds – comment respecter la LSFIN et rester productif ? Le lunch sushis est réservé aux professionnels de la finance uniquement.

Zurich

November 15, 2022

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

tech4growthepfl

Zurich

November 15, 2022

A one-day event to launch The Wealth Mosaic’s third Swiss WealthTech Landscape Report and focus on technology across the Swiss WM sector.

Start Automating Your Life Using InvestGlass

With Swiss digital tools to make every part of your process more human.

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