Collaborative Portal for Clients and Employees
Personalize every customer interaction.
Personalize every customer interaction with a branded portal. InvestGlass includes automation, digital signature and much more…to reduce costs and drive efficiency by empowering customers to find answers.
The #1 Collaboration platform
InvestGlass offers a hyper-personalized portal for client engagement, featuring secure messaging, quote requests, and account information access. It integrates with ZOOM or JITSI for video calls, and boasts a task and project management system for team collaboration. The portal, embedded in a CRM, prioritizes leads and optimizes customer interactions.
Customize with your branding
To make the user experience cohesive across all platforms, set colors and logo styles in your online services to match what you would like in an outside-facing business.
Documents electronic vault
InvestGlass provides secure document sharing and management tools akin to Google Drive on Swiss servers. It also offers a personalized, all-in-one portal featuring secure messaging, quote requests, and account information. Document sharing is facilitated via S3 AMAZON open-source format, with enhanced security through two-factor authentication.
Automations for collaborative portal
InvestGlass provides efficient online collaboration via automation, integrating instant messaging and video conferencing, while its CRM prioritizes high-value prospects for enhanced productivity.
Sell efficiently on one platform.
Create beautiful portals
Provide a streamlined login experience and consistent branding.
Link to InvestGlass Portfolio Management
Automating the Employee Onboarding Process
Calendar and Conference
Swiss Cloud Storage
