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.
Through the APP or a chatbot - define investment goals, risk and providers.
Stop wasting time on useless leads. Sophisticated artificial intelligence scoring ranks leads and deals so you can focus on building high-value relationships.
Grant access to your investors thanks to a token - "anonymous system".
Aggregate and consolidate your financial information by streamlining and optimizing operations across data : private equity, funds, collectible, art, and trusts.
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.