Save up to 25% extra on yearly plans
until June 25 đ
Starter
All-in-one for small teamsThe starter plan includes:
- Digital onboarding
- SWISS Hosted CRM, agenda and tasks, invoice
- Investment tools, Portfolio Management
Complete
The customisable CRMInclude Starter plus :
- Automation
- Approval process, Travel Request
- Record permission, audit trail
- Prioritized customer support
Digital
For online experiencesInclude Complete plus :
- Digital portal, customer chat, digital signature
- Customisable API and AI
- SFTP folder creation on Swiss Servers
- Premium Support
- Enterprise-grade security & governance
- Advanced reporting & analytics
Join Customers who Trust InvestGlass
What’s Inside InvestGlass?
CRM
Activity Dashboard
Activity Management
Activity Tracking
Alerts/Notifications
API
Approval process
Calendar Management
Calendar Sync
Calendar/Reminder System
Campaign Management
Contact Database
Contact History
Contact Management
CRM
Customer Database
Customizable Fields
Customizable Reports
Customizable Templates
Data Import/Export
Document Storage
Drag & Drop
Email Management
Email Marketing
Email campaign
Email Templates
Forecasting
Interaction Tracking
Internal Chat Integration
KYC remediation
Lead Capture
Lead Generation
Lead Management
Lead Qualification
Marketing Automation
Mobile Access
Opportunity Management
Pipeline Management
Projections
Quotes/Estimates
Record permissioning
Referral Tracking
Reminders
Reporting & Statistics
Reporting/Analytics
Sales Forecasting
Sales Pipeline Management
Sales Reports
Sales Trend Analysis
Segmentation
Social Media Integration
Task Management
Territory Management
Third Party Integrations
Workflow Management
Investment Management
Accounting
Activity Dashboard
Activity Tracking
Alerts/Notifications
API
Asset Management
Audit Trail
Benchmarking
Bonds / Stocks
Client Management
Client Portal
Commodity Futures
Compliance Management
Compliance Tracking
Contact Management
Customizable Reports
Data Import/Export
Data Visualization
Document Management
Document Storage
Fee Management
Financial Analysis
Financial Management
For Investment Advisors
For Investors & Traders
Fund Management
Investments Tracking
Mobile Access
Modeling & Simulation
Monitoring
Order Management
Payroll & Commissions
Performance Management
Performance Metrics
Portfolio Management
Portfolio Rebalancing
Real Estate
Real Time Analytics
Real Time Data
Real Time Monitoring
Real Time Reporting
Reporting & Statistics
Reporting/Analytics
Risk Assessment
Risk Management
Self Service Portal
Summary Reports
Third Party Integrations
Visual Analytics
Workflow Management
Digital Tools
Activity Dashboard
Activity Tracking
Alerts/Notifications
API
Customizable Reports
Customer chat
Data Visualization
Digital onboarding
Digital signature
Document Management
Document Storage
Mobile Access
Modeling & Simulation
Order Management
Performance Management
Performance Metrics
Portfolio Management
Portfolio Rebalancing
Risk Assessment
Frequently Asked Questions, answered.
Can I change my plan?
Yes, you can upgrade or downgrade at any time. If you choose to upgrade, youâll pay a pro-rated amount for the rest of the month. If you choose to downgrade, youâll be credited on next monthâs bill.
Can I cancel at any time?
If you are on a monthly subscription plan yes. If not, please contact our sales team.
Do you offer discounts?
For NGO and students it is free.
How is my data safe?
The security and integrity of your data are critically important for us, and weâve built our services around this idea. Once your information enters InvestGlass servers located with SAFEHOST and Exoscale in Switzerland systems, itâs secured with multiple levels of encryption and access controls:
Your data in-transit is encrypted using secure TLS cryptographic protocols (TLS 1.2).
Your data at rest is encrypted using Advanced Encryption Standard.
Redundant backups of critical data are also in place to ensure business continuity.
What if I have more questions?
Try searching for what you need on our Help & Support site. If you donât find what youâre looking for, you can get help here.
Start a free trial of the Swiss #1 service solution.
