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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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Embassy of Lebanon

Public Sector
The embassy and consulate are using InvestGlass for their national’s application forms, booking events and more. The fact that InvestGlass is Swiss-neutral can be a significant advantage for its public sector clients. Switzerland is known for its political neutrality and stability, which can provide reassurance to governments and other public sector organizations that their data and processes are secure and protected.
InvestGlass customized, end-to end solution allows Arab Bank (Switzerland) to offer a superior client experience while staying ahead of innovative client centric technologies without neglecting security, privacy or client facing interactions. It enables advisors to quickly and efficiently analyse portfolio risk and capture opportunities in order to offer individualised financial advice in-line with the latest regulations.


Asset management
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.

Conduit Group

Wealth management
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.


More and more teams are transforming
their operations with InvestGlass

Swiss Sovereign CRM
Process use cases
Workflow runs