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Companies are paving their way
for growth with InvestGlass

Our customers are showing how great processes are the way to scale sustainably
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Siega SA is one of the Swiss leading fund advisor and distributor. InvestGlass is perfectly suited CRM for fund distributor looking to automate content distribution and track fund investments.
Established in London since 2010, and with over 50 employees, Linear Investments is one of the country’s leading prime broker. InvestGlass offers a turn-key solution to build a “robo-advisor”. Linear Investments’ clients build their on-boarding forms to acquire their prospects’ investment preferences. Answers are stored into a professional grade client relationship management cloud.
Based in Singapore and Switzerland, Conduit Group helps individuals, families, corporations, and institutions raise, manage, and distribute the capital they need. InvestGlass offers a frictionless solution to grow our operation sustainably. It’s all about automations.

TRUSTED CUSTOMERS WORLDWIDE

More and more teams are transforming
their operations with InvestGlass

2014
Swiss Sovereign CRM
1’000+
Process use cases
8’000’000+
Workflow runs
Find the right advice for every customer

Find the right advice for every customer


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