InvestGlass is a powerful platform that helps you maximize your sales efficiency. It allows you to manage investment and sales opportunities with ease, stay compliant with regulations, and protect customer data privacy.
Streamline customer onboarding process with digital forms and automated document management. Automate compliance checks and reduce manual data entry. Collect customer information quickly and easily.
Traditional CRM solutions don’t provide the features necessary to help financial professionals manage portfolios, retain customer data, or assess their performance against peers. InvestGlass offers a full PMS ready to be connected to your banks and brokers’ sources.