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Find out how InvestGlass makes investing easy and more transparent.

INVESTOR


CHF 25

per user per month
  • Content management system - CMS
  • Financial data
  • Funds
  • Portfolio
  • Performance
  • On-boarding Form
  • Client relationship system - CRM
  • Leads
  • Call report
  • Risk & Compliance
  • Monitoring

ADVISOR


CHF 250

per user per month
  • Content management system - CMS
  • Financial data
  • Funds
  • Portfolio
  • Performance
  • On-boarding Form
  • Client relationship system - CRM
  • Leads
  • Call report
  • Risk & Compliance
  • Monitoring

FIRMS


SCALABLE

On demand
  • Third-party API
  • Team training
  • Client training
  • Additional markets feeds
  • Client facing portal
  • Bespoke digital onboarding
  • Bespoke template PDF PPT
  • Bespoke trade blotters
  • Bank connectivity
  • Custodian connectivity
  • 8AM-8PM CET Week Days Support

Not ready for a free trial? Have questions?

Let our sales team help you get the answers you need.
Get in touch at contact@ investglass.com , call tel: +41 022 552 03 26 or schedule a live demo.

Frequently Asked Questions

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