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Made in Switzerland, InvestGlass investment platform makes investing easy,
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What's new at InvestGlass

How advisors leverage artificial intelligence to share emotional storytelling?

During this webinar we will explain everything that it takes to succeed in an established and growing independent advisory firm, automate discretionary portfolio management, transmit orders and monitor fees and asset under management progress.

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Are you ready for MIFID2? - Think before your Jump!

The PSD2 and the MiFID2 (Markets in Financial Instruments Directive) are two new European directives that will come into force in 2018. Banks, brokers, independent financial advisors that would think that it is enough to satisfy the new requirements are wrong.

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The Evolution of AI: Can Investment Morality be Programmed?

Back form China - InvestGlass was invited by Swissnex and the Swiss Embassy to present its artificial intelligence developments in China.

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7 Key to engage with senior investors

This clientele can be less at ease with tech than younger generations and even at risk of scams or fraud. Establishing confidence in the tool by adapting your client facing portal can easily be done in seven steps.

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What's new January 2018

Discover two new fintech partners NeuroProfiler and Creative Global Investments LLC (CGI) was founded in 2002 by Carlo R. Besenius and team of specialized investment professionals with significant institutional experience in the global financial services industry.

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How to “gamify” your on-boarding questions?

As a professional investor - embarking a client with a boring on-boarding is absolutely dreadful. With MIFID2, LSFIN and other "know you customer" - better than they know themselves, bankers and IFA need a good way to “gamify” their first kiss.

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