Organize your investments

Made in Switzerland, InvestGlass investment platform makes investing easy,
stay on top of what matters, and get things done.

Our Customers

Banker

Family officer

Asset manager

Investor

Do more in less time

Cloud based solution that suits any investors needs

InvestGlass is the only sales automation solution that gathers a powerful CRM, content management system, KYC, PMS, and artificial intelligence
with an open community of technological partners 
built for bankers, family officers, asset managers in Switzerland, Europe and Asia in times of opportunistic regulations MIFID2 and PSD2.

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KYC Digital Onboarding

Through the APP or a chatbot - define investment goals, risk and providers.

Leads

Stop wasting time on useless leads. Sophisticated artificial intelligence scoring ranks leads and deals so you can focus on building high-value relationships.

Client Facing Portal

Grant access to your investors thanks to a token - "anonymous system".

Aggregation

Aggregate and consolidate your financial information by streamlining and optimizing operations across data : private equity, funds, collectible, art, and trusts. 

Making Investing Easy for Everyone

Let’s build great things together

We believe the best technology solution is one that plays well with others. InvestGlass employs an open architecture with data and technical solutions.

Our customizable platform helps you to deliver the right message at the right time to the right investor. Save time, money and offer a truly individualized experience to your customers.

InvestGlass SA is a Swiss incorporated company based in Plan les Ouates, Geneva. Our developers are based in Geneva, our entire platform is designed locally and is hosted in Swiss bank level security servers.

125

Features

750M

Securities

82%

Success rate

Making Investing Easy for Everyone

Optimized to help you

Digital Onboarding

Through the APP or a chatbot - define investment goals, risk and providers.


Consolidation

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.


Leads

Stop wasting time on useless leads. Sophisticated artificial intelligence scoring ranks leads and deals so you can focus on building high-value relationships.


Financial Chatbot

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. Automate repetitive tasks and questions, low added value process and query InvestGlass API - the ultimate automation!

Markets price & news

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.


Portfolio Diversification to Trade Blotter

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.


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.

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.


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.


Client Facing Portal

Grant access to your investors thanks to a token - "anonymous system".

Get started with InvestGlass