InvestGlass CRM: AI-Powered Compliance for Financial Institutions
Operate with confidence using a Swiss platform designed for regulatory alignment, intelligent automation, and secure data control.
Digital Onboarding, KYC, and eSignature
Deliver a seamless onboarding experience with digital forms, secure eSignatures, and integrated KYC controls that ensure client verification, auditability, and regulatory compliance from day one. AI-assisted validation improves data accuracy and reduces manual review.
Portfolio Management with Regulatory Intelligence
Leverage real-time portfolio monitoring, performance analytics, and automated reporting aligned with FINSA, FIDLEG, and MiFID standards. AI-driven insights support suitability checks, portfolio optimization, and proactive compliance monitoring.
Swiss Sovereign CRM and Data Governance
Protect client data with Swiss-hosted infrastructure designed for strict privacy, data residency, and regulatory compliance. Built-in governance frameworks ensure traceability, access control, and alignment with evolving regulations.
Risk Monitoring and AI-Powered Alerts
Monitor portfolios and client activity in real time with advanced risk analytics, stress testing, and automated alerts. AI enhances anomaly detection and supports proactive risk mitigation while maintaining full audit trails for regulators.
Unified Investor and Employee Portal
Provide secure, role-based access to portfolios, documents, and communications through a centralized portal that enhances transparency, strengthens client trust, and ensures compliant information sharing.
Built for a New Era of Regulated Finance
Combine Swiss data protection, embedded compliance frameworks, and AI-driven automation to reduce operational risk, improve reporting accuracy, and scale confidently across jurisdictions.