Skip to main content

CRM for FinSA

InvestGlass is a platform for financial professionals that streamlines sales, enhances compliance with FinSA and data privacy regulations, and simplifies investment management. It’s ideal for wealth managers, financial advisors, and institutional clients looking to boost their sales efficiency and stay ahead of the regulatory curve.

Try for Free

Simplify Your Workflow
From Start to End

InvestGlass is the first Swiss CRM built to automate FINSA compliance. It simplifies onboarding, portfolio management, and marketing campaigns for financial professionals, providing a one-stop solution for wealth managers, advisors, and institutional clients looking to streamline their FINSA obligations.

InvestGlass Workflow

Digital onboarding

InvestGlass’s digital onboarding feature simplifies the collection of customer information and includes a risk metric feature tailored to the mortgage industry. With InvestGlass, financial professionals can create digital forms and collect signatures electronically, streamlining the onboarding process and ensuring compliance with FINSA regulations. Save time and enhance the customer experience with InvestGlass.

See More Features

Flexible CRM

InvestGlass is the perfect solution for financial professionals looking to streamline their technology stack and comply with FinSA regulations. Our Cloud CRM seamlessly integrates with legacy systems and offers powerful features, such as financial instrument feeds, that generate hyper-individualized solicitations.

See More Features
InvestGlass Automation

Automated workflows

InvestGlass automates FINSA reporting workflows by tracking all the necessary metrics, including contact, account, portfolio, position, securities, transactions, mandate type, strategy, stress test, universe list, and investment concentration data. With InvestGlass, professional advisors and bankers have access to the right information at the right time, ensuring compliance with FINSA regulations and delivering personalized investment advice.

See More Features
InvestGlass pipeline

Sales pipeline and deals

InvestGlass’s CRM solution streamlines the sales pipeline and deal management process for financial professionals. Our hyper-personalized portal enables real-time tracking of investment pipeline progress, branded with your company’s logo and colours. With a messaging system, investment solicitation requests, and live suitability and appropriateness tracking, InvestGlass ensures a seamless sales process while staying compliant with FINSA regulations.

See More Features
InvestGlass Portfolio Management Software

Beyond the Swiss CRM – leverage a full PMS

InvestGlass provides a full PMS that integrates with your bank or broker’s sources, allowing financial professionals to manage portfolios and retain customer data in compliance with FINSA regulations.

See More Features

Sales software to help you grow

  1. Turnkey hosting in Switzerland or in your local server
  2. Built-in template for financial institutions

  3. Capture more leads

  4. Help you close deals faster
  5. Respect regulatory frameworks
  6. Automate sales tasks
  7. Support your customer communication
  8. Create customized sales reports