Reduce costs and increase productivity. Max out efficiency with better automation, data, and intelligence. How? with InvestGlass Swiss automation powered by AI.
Automation & AI
Client / Investor Portal
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Combine digital and physical interactions to offer a hyper personalized onboarding experience that fully profiles clients through automated KYC, FATCA, CRS, survey and more.
With Swiss digital tools to make every part of your process more human.
Client relationship management CRM
Portfolio management tools PMS
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