Compare solutions and pricing

Where InvestGlass excels 

• Fro teams medium to large size 
• When you want an all-in-one system CRM, onboarding, CMS, PMS, client portal
• At qualifying large lists of financial intermediaries
• Financial professional templates
• Fast onboarding but possible to go complex with records permissions and customizations
• Dedicated success team for all customers
• Straightforward and clear pricing with no hidden fees or hidden upselling costs
• Hosted in Swiss Cloud
• Possibility on your premise servers

Where InvestGlass is weaker

• Not designed for outside ventas teams
• Not designed for inventory management or storage
• Prebuilt SMS or Email

InvestGlass “build” mindset

• Minimum to 0 Request for Proposal
• Reuse 20 templates then adapt them to your business specificities
• Ease of implementation with our success coach
• Time to market and build payment with phases
• Deploy and test with minimum staff engaged
• Strong private banking references EMEA, LA, Asia
• Quarterly penetration tests