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The #1 CRM On-Premise for Private Banks

InvestGlass for private banks offers a tailored solution catering to the unique needs and complexities of the private banking sector.

Why InvestGlass?

By providing comprehensive tools for client relationship management, investment portfolio management, compliance, and reporting, InvestGlass streamlines operations and enhances the client experience. Its robust features empower private banks to deliver personalized services, optimize investment strategies, ensure regulatory compliance, and ultimately drive growth and profitability.
InvestGlass the Swiss CRM and PMS

Watch InvestGlass 8 minutes Demo