CRM for FinSA

Most of the obligations laid down in the Swiss Federal Act on Financial Services are not applicable to the institutional client segment. Professional experience and regulated business under a registration body is protecting the bank.

Simplify Your Workflow
From Start to End

The first Swiss CRM that was built to automate your FINSA process from start to finish.

Collect the right FINSA data with InvestGlass digital onboarding forms

InvestGlass’s digital onboarding feature helps you collect information from your new prospects and existing clients quickly and easily. It’s the perfect tool to collect customer information and we built it for the mortgage industry with a risk metric feature. InvestGlass allows you to create digital forms that can be completed by your prospects and clients online.

InvestGlass also includes a digital signature feature, so you can collect signatures electronically. This makes it easy to get the information you need from your prospects and clients without having to print out forms or send them by mail. InvestGlass’s digital onboarding feature is a valuable tool for any investor who wants to save time and simplify the onboarding process.

A flexible CRM built for the Swiss Financial Services Act FinSA?

If you are already using a CRM and PMS, the InvestGlass Cloud CRM solution can easily be connected to your legacy solution.

If you don’t have anything yet or wish to change, InvestGlass has the know-how to build the modern solution you require to equip yourself. InvestGlass is CLOUD ACT FREE and can be hosted on a cloud or on your premise.

Indeed, the powerful CRM is coupled to financial instrument feeds to filter suitability data, and generate hyper-individualized solicitations for advisory, quarterly reports, and more.

CRM Software for Non-Profits

Tracking 12+ metrics for FinSA

InvestGlass is geared to track all metrics you need for FINSA reporting: contact data, account data, portfolio data, position data, securities data, transactions data, mandate type data strategy, stress test, universe list, and investment concentration. 

InvestGlass data guides professional advisors and bankers to deliver the right information at the right time to the right investors. 

Build your own investor portal to show suitability and appropriateness of managed portfolios

Engage each prospect, investors, and customers with a hyper-personalized portal. The portal can be branded with your company’s logo and colors. It can also be customized with the content that each customer wants to view. The portal will include a secure messaging system so that customers can communicate with you easily and quickly. They can also request investment solicitations and watch their suitability and appropriateness live, track orders and access their account information.

Integrate it with your other business apps

API are the protocols that allow different software to talk with each other. We use the open REST API. You don’t need special coding skills, just use your browser to send and receive data.
  • Signatys

  • Connective

  • Qwil logo


  • Scorechain

  • Microsoft Teams

  • Trello

  • Ardis

  • Investment Navigator

    Investment Navigator

  • Jira Integrations

  • Conser

  • Quo

  • Zapier

  • Google

Start Automating Your Life Using InvestGlass

With Swiss digital tools to make every part of your process more human.

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