Link all of your accounts for a complete picture of your financial assets.
KYC account opening
Facilitate accounts opening with your clients without cumbersome paperwork.
MIFID2 intuitive dashboard
Give your clients a fully digital and compliant investing experience.
Next-generation investment software for you
Through the APP or a chatbot - define investment goals, risk and providers.
Engage smarter and faster - we have the markets covered. Deliver a genuine information service to each client and we assure you that your conversation rate will increase.
CRM and CMS
Stop using Excel and old CMS. InvestGlass CRM and CMS aggregate data which matters. With InvestGlass CRM, you gather contact information, KYC, mandate, investment preferences. With the CMS, content can be published easily and efficiently. You keep control on who can access which piece of PDF, video.
Aggregate and consolidate your financial information by streamlining and optimizing operations across data : private equity, funds, collectible, art, and trusts. Consolidation is based on uploaded data or manually imported transactions.
Portfolio Diversification - Robot Advisor
Once portfolios are "synchronised through a night batch" or "simulated" you can apply a Model portfolio to spot drifting portfolio and rebalance them in one click. InvestGlass generates a child and master trade blotter.
Risk & Compliance
Flag dozen breaches : concentration breach on a portfolio and security level, suitability, appropriateness, non-compliant securities, volatility, CVAR, price daily variation, money laundering flags and more.
Stop wasting time on useless leads. Sophisticated artificial intelligence scoring ranks leads and deals so you can focus on building high-value relationships.
Investment Proposal and Reporting
First tag securities with your own symbology-tags and select your layout to generate a truly bespoke reporting for bankable or non bankable securities. Logo, colours, disclaimers can be changed without programming to respect you corporate branding.
InvestGlass + SwissChatbot, your ultimate automation companion.
Your message should be heard. With 80% open rates Chatbot is the best place to make that happen. Yes, you heard us right, eighty per cent open rates, that`s x4 better than email.
Experience the InvestGlass difference today
Reach out now to try #1 PMS-CRM-CMS-AI for investors
InvestGlass is the only sales automation solution that gathers a powerful CRM, content management system, KYC, artificial intelligence and an open community of partners
for bankers, family officers and asset managers
in Switzerland, Europe and Asia
in an area of complex regulations MIFID2 & PSD2.