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Onboard, Close, Grow.  

InvestGlass is #1 Swiss Sovereign Business Solution. Your Data are Hosted in Geneva, Switzerland.

InvestGlass Pricing
Starter
Grow
Collect your team data in one place.
CHF 50 / user / month
  • Unlimited records
  • Unlimited automations
  • CRM & Contacts
  • Pipelines & Reporting
  • Calendar & Documents
Try for free
Standard
Acquire
Get your leads and convert them faster.
CHF 200 / user / month
  • Everything in Starter
  • Advanced pipeline
  • Campaign tools
  • Digital onboarding & E-signature
  • Invoices & Quotes
Try for free
Enterprise
Comply
Serve each customer uniquely with full compliance.
CHF 500 / user / month
  • Everything in Standard
  • Client portal
  • Risk monitoring
  • Portfolio management
  • Model Portfolios & Goals
Try for free
Ultimate
Conquer
Secure AI on your server, no compromise.
CHF 700 / user / month
  • Everything in Enterprise
  • Core banking connection
  • On-premise hosting
  • On-premise AI
  • Custom projects with Swiss team
Contact Sales

All prices are per seat / month, billed monthly. Cancel anytime. Free 30-day trial.