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Electronic Signature Solution

InvestGlass CLM is a contract + signature lifecycle management tool that consolidates every step of the contract process in one secure Swiss Server.

Boost Employee Productivity

with the Swiss-Safe Electronic Signature

Digital onboarding

Customisable Digital Signature Process

InvestGlass offers a fully customisable process for your digital signature. Set the email templates sent to require a signature, and select the 2 Factor Authentification enforcement method. The best thing is that all the data stays on Swiss servers.

Signing Order and Order Diagram

Customise your signing sequences and group management to fit your needs. Set specific signatory orders, ensuring each document is signed in the correct sequence by the right people. Tailor every aspect, from contact selection to group numbers, for a seamless approval process.

Digital Archiving on Swiss Servers or On-Premise

Provide your clients with a branded portal for a seamless signing experience. They can review, approve, and sign documents from a secure and user-friendly interface. Keep a log of all interactions. 

InvestGlass investor portal

Share via Email or Mobile Device

Give your clients the choice to sign via a secure Public link or through the InvestGlass Portal. Customise access and ensure a smooth signing experience tailored to your client’s needs.

InvestGlass Automation for Portfolio Managers

Workflow Automation for Any PDF document

InvestGlass Electronic Signature and CLM automate numerous tasks within these steps, ultimately reducing risk and time to completion.