The Swiss CRM Built for Brokers
InvestGlass empowers brokers to perform at their highest level with security, precision, and control.
Digital Onboarding and eSignature
Onboard clients quickly with a seamless digital experience that removes paperwork and speeds up approvals while maintaining full compliance.
Portfolio Management and Risk Control
Monitor portfolios in real time with advanced analytics, risk assessment, and reporting tools that help you deliver tailored investment strategies.
Marketing Automation across Email, SMS, and WhatsApp
Engage clients with targeted campaigns and automated follow-ups driven by real data, improving conversion while saving time.
Automation and AI-Powered Workflows
treamline operations with intelligent automation and GPT-driven insights that reduce manual work and support better decisions.
Investor Portal Ready for Mobile
Provide clients and teams with secure, intuitive access to portfolios, documents, and communication tools anytime, anywhere.