Compare InvestGlass versus Others CRMs
InvestGlass team is very concerned about value and pricing transparency.


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 possibility to go complex with records permissions and customisations
  • 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 sales 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 payement with phases
  • Deploy and testing with minimum staff engaged
  • Strong private banking references EMEA, LA, Asia
  • Quarterly penetration tests

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