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.