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Automate Simply
Grow Sustainably

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

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


Start Automating Your Life Using InvestGlass

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

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