The Swiss CRM
built for Brokers
InvestGlass: Empowering Brokers, Elevating Performance
Digital Onboarding and Signature
InvestGlass streamlines client onboarding with a digital interface, eliminating paperwork and enabling electronic signatures. This secure, efficient process enhances client satisfaction and ensures compliance, allowing brokers to focus on building relationships and growing their business.
Portfolio Management System and risk controls
InvestGlass offers real-time portfolio management with advanced analytics and reporting. Brokers can manage diverse asset classes, assess risks, and provide personalized investment advice, ensuring clients’ portfolios align with their financial goals.
Email Marketing Automation, SMS and Whatsapp
InvestGlass’s marketing automation feature enables brokers to create targeted campaigns, personalized communications, and automated follow-ups. Leveraging client data, brokers can enhance engagement and improve conversion rates, saving time and increasing efficiency.
Automation Process and GPT
InvestGlass integrates automation and GPT technology to streamline workflows, reduce manual tasks, and enhance decision-making. Brokers can automate routine processes, generate insights, and improve overall productivity and client service
Investor portal ready for mobile apps
InvestGlass features intuitive client and employee portals, providing secure access to account information, documents, and communication tools. These portals enhance transparency, improve collaboration, and ensure clients and employees have the resources they need at their fingertips.