{"id":50029,"date":"2026-05-08T12:09:17","date_gmt":"2026-05-08T10:09:17","guid":{"rendered":"https:\/\/www.investglass.com\/?page_id=50029"},"modified":"2026-05-18T18:52:23","modified_gmt":"2026-05-18T16:52:23","slug":"crm-cgp","status":"publish","type":"page","link":"https:\/\/www.investglass.com\/es\/crm-cgp\/","title":{"rendered":"crm cgp"},"content":{"rendered":"<h1>The Platform Built for Independent Wealth Managers<\/h1>\n<div>CRM, portfolio management, compliance, digital onboarding, and AI unified in one Swiss sovereign platform. Stop juggling tools. Start scaling your practice.<\/div>\n<p><p>\n        <a href=\"\/get-started-free\/\">Start for free<\/a>\n    <\/p>\n<\/p>\n<ul>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2025\/04\/InvestGlass-Portfolio-2024-3382bf7c-1.png\" alt=\"InvestGlass The Complete Portfolio Management System\"><\/p>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2022\/05\/Paris-tour-effeil.jpg\" alt=\"Eiffel Tower at Paris, France\"><\/p>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/about-hero-37.jpg\" alt=\"\"><\/p>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2023\/06\/0zx1bdv5bny.jpg\" alt=\"Smile\"><\/p>\n<\/li>\n<\/ul>\n<p><img decoding=\"async\" src=\"\/wp-content\/uploads\/background-square-100-41.png\" alt=\"\"><br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/background-square-100-42.png\" alt=\"\"><\/p>\n<h1><center>Empowering Companies that Refuse to Compromise on Sovereignty.<\/center><\/h1>\n<ul>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2023\/07\/arab-bank-switzerland.png\" alt=\"\"><\/p>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/05\/credit-agricole-nextbank-50.png\" alt=\"\"><\/p>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/05\/Conduit-50.png\" alt=\"\"><\/p>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2023\/07\/linear.png\" alt=\"\"><\/p>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2023\/07\/b-sharpe.png\" alt=\"\"><\/p>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2023\/07\/sumsub.png\" alt=\"\"><\/p>\n<\/li>\n<\/ul>\n<h2>Built for Independent Practitioners<\/h2>\n<div>IFAs and EAMs face unique operational challenges that Salesforce, HubSpot, and spreadsheets were never designed to solve.<\/div>\n<ul>\n<li>\n<h3>Fragmented Systems<\/h3>\n<div>Toggling between CRM, portfolio tools, compliance checkers, and client portals wastes hours daily and creates dangerous data silos.<\/div>\n<\/li>\n<li>\n<h3>Compliance Blind Spots<\/h3>\n<div>Generic CRMs lack WORM audit trails, suitability engines, and automated FinSA\/MiFID II checks exposing you to regulatory fines.<\/div>\n<\/li>\n<li>\n<h3>Manual Reporting<\/h3>\n<div>Creating quarterly reports in Excel for each client across multiple custodians consumes 40% of an advisor&#8217;s productive time.<\/div>\n<\/li>\n<li>\n<h3>Data Sovereignty Risks<\/h3>\n<div>US-hosted platforms expose HNWI data to the CLOUD Act. Your clients&#8217; sensitive financial data deserves Swiss-grade protection.<\/div>\n<\/li>\n<li>\n<h3>Poor Client Experience<\/h3>\n<div>Next-gen investors expect digital portals and real-time access. Paper-based processes drive clients to digitally-native competitors.<\/div>\n<\/li>\n<li>\n<h3>Costly Customisation<\/h3>\n<div>Adapting generic software for financial compliance requires expensive developers and months of integration work that never truly fits.<\/div>\n<\/li>\n<\/ul>\n<p><img decoding=\"async\" src=\"\/wp-content\/uploads\/background-square-100-41.png\" alt=\"\"><br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/background-square-100-42.png\" alt=\"\"><\/p>\n<h2>A CRM That Speaks Finance<\/h2>\n<div>\n<p style=\"text-align: center;\">Your data on Swiss Servers or on your Servers. Complete independence from US cloud providers. No CLOUD ACT exposure. Governed exclusively by Swiss Data Protection Law.<\/p>\n<\/div>\n<ul>\n<li>\n<div>2014<\/div>\n<p>Founded<\/p>\n<\/li>\n<li>\n<div>150+<\/div>\n<p>Companies using the solution<\/p>\n<\/li>\n<li>\n<div>1<\/div>\n<p>Swiss Family Shareholder<\/p>\n<\/li>\n<\/ul>\n<div>\n<p>    <img decoding=\"async\" src=\"\/wp-content\/uploads\/2025\/04\/InvestGlass-Pipeline-2024-91a66c09-1.png\" alt=\"InvestGlass Deal Management\"><\/p>\n<h3>Financial CRM<\/h3>\n<p>A CRM That Speaks Finance<\/p>\n<div>\n<p>Unlike generic CRMs, InvestGlass natively understands financial concepts joint accounts, trust structures, PEPs, beneficial owners, and family hierarchies. Every interaction is logged in a tamper-proof, WORM-compliant audit trail.<\/p>\n<p><i class=\"fas fa-check-circle\"><\/i>\u00a0360-degree client view with live portfolio data<\/p>\n<p><i class=\"fas fa-check-circle\"><\/i>\u00a0Relationship mapping for families and corporate structures<\/p>\n<p><i class=\"fas fa-check-circle\"><\/i>\u00a0Immutable audit trail for every client interaction<\/p>\n<p><i class=\"fas fa-check-circle\"><\/i>\u00a0Automated task scheduling for periodic reviews<\/p>\n<p><i class=\"fas fa-check-circle\"><\/i>\u00a0Segmentation by risk profile, AUM, lifecycle stage<\/p>\n<\/div>\n<p><a href=\"\/get-started-free\/\">Start for free<\/a><\/p>\n<\/div>\n<hr>\n<div>\n<p>    <img decoding=\"async\" src=\"\/wp-content\/uploads\/2026\/05\/InvestGlass-Global-Consolidation2.png\" alt=\"InvestGlass Global Consolidation\"><\/p>\n<h3>Portfolio Management<\/h3>\n<p>Multi-Custodian Aggregation<\/p>\n<div>\n<p>Consolidate portfolio data from all your custodian banks into a single, real-time view. No more logging into separate portals or reconciling spreadsheets. See total client wealth across every banking relationship instantly.<\/p>\n<p><i class=\"fas fa-check-circle\"><\/i>\u00a0150+ pre-built bank connections via API and SWIFT<\/p>\n<p><i class=\"fas fa-check-circle\"><\/i>\u00a0Real-time position and transaction aggregation<\/p>\n<p><i class=\"fas fa-check-circle\"><\/i>\u00a0Performance attribution and risk analytics<\/p>\n<p><i class=\"fas fa-check-circle\"><\/i>\u00a0Automated drift detection and rebalancing alerts<\/p>\n<p><i class=\"fas fa-check-circle\"><\/i>\u00a0Model portfolio management and bulk operations<\/p>\n<\/div>\n<p><a href=\"\/get-started-free\/\">Start for free<\/a><\/p>\n<\/div>\n<hr>\n<div>\n<p>    <img decoding=\"async\" src=\"\/wp-content\/uploads\/2025\/04\/InvestGlass-Automation-2024-3307a29b-1.png\" alt=\"Automation and investment tracking InvestGlass\"><\/p>\n<h3>Automated Regulatory Compliance<\/h3>\n<p>Multi-Custodian Aggregation<\/p>\n<div>\n<p>The InvestGlass suitability and appropriateness engine evaluates 20+ metrics in real-time. Every recommendation is automatically checked against client mandates, risk profiles, and regulatory requirements before execution.<\/p>\n<p><i class=\"fas fa-check-circle\"><\/i>\u00a0FinSA, MiFID II, and FINMA pre-built rule sets<\/p>\n<p><i class=\"fas fa-check-circle\"><\/i>\u00a0Pre-trade and post-trade compliance checks<\/p>\n<p><i class=\"fas fa-check-circle\"><\/i>\u00a0Automated concentration limit monitoring<\/p>\n<p><i class=\"fas fa-check-circle\"><\/i>\u00a0Depreciation threshold alerts (10% rule)<\/p>\n<p><i class=\"fas fa-check-circle\"><\/i>\u00a0Multi-level approval workflows for exceptions<\/p>\n<\/div>\n<p><a href=\"\/get-started-free\/\">Start for free<\/a><\/p>\n<\/div>\n<hr>\n<div>\n<p>    <img decoding=\"async\" src=\"\/wp-content\/uploads\/2026\/03\/InvestGlass-form-retail-banking.png\" alt=\"InvestGlass Customer Onboarding in Retail Banking\"><\/p>\n<h3>Digital Onboarding<\/h3>\n<p>Paperless Client Onboarding<\/p>\n<div>\n<p>Transform weeks of paperwork into minutes of digital engagement. White-labelled onboarding journeys with automated KYC\/AML screening, digital signatures, and risk profiling all from the client&#8217;s phone or laptop.<\/p>\n<p><i class=\"fas fa-check-circle\"><\/i>\u00a0Branded digital forms with conditional logic<\/p>\n<p><i class=\"fas fa-check-circle\"><\/i>\u00a0Automated ID verification and document capture<\/p>\n<p><i class=\"fas fa-check-circle\"><\/i>\u00a0PEP, sanctions, and adverse media screening<\/p>\n<p><i class=\"fas fa-check-circle\"><\/i>\u00a0Legally-binding electronic signatures<\/p>\n<p><i class=\"fas fa-check-circle\"><\/i>\u00a0Automated lifecycle management and renewal alert<\/p>\n<\/div>\n<p><a href=\"\/get-started-free\/\">Start for free<\/a><\/p>\n<\/div>\n<hr>\n<div>\n<p>    <img decoding=\"async\" src=\"\/wp-content\/uploads\/2026\/02\/InvestGlass-smartagent-prompt-1024x832-1.png\" alt=\"InvestGlass Agentic AI for sales and bankers\"><\/p>\n<h3>AI Copilot<\/h3>\n<p>AI That Understands Wealth<\/p>\n<div>\n<p>InvestGlass Copilot AI GPT generates compliant investment proposals, drafts portfolio commentary, and detects opportunities,all constrained by your suitability rules. Scale from 10 proposals\/day to 1,000.<\/p>\n<p><i class=\"fas fa-check-circle\"><\/i>\u00a0Natural language portfolio proposal generation<\/p>\n<p><i class=\"fas fa-check-circle\"><\/i>\u00a0Automated quarterly commentary drafting<\/p>\n<p><i class=\"fas fa-check-circle\"><\/i>\u00a0Predictive risk alerts and opportunity detection<\/p>\n<p><i class=\"fas fa-check-circle\"><\/i>\u00a0Compliance-constrained recommendations<\/p>\n<p><i class=\"fas fa-check-circle\"><\/i>\u00a0Swiss-hosted AI models, no US data transfer<\/p>\n<\/div>\n<p><a href=\"\/get-started-free\/\">Start for free<\/a><\/p>\n<\/div>\n<hr>\n<div>\n<p>    <img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/05\/CleanShot-2024-05-11-at-13.57.57@2x.png\" alt=\"InvestGlass investor portal\"><\/p>\n<h3>Client Portal<\/h3>\n<p>A Digital Experience Clients Love<\/p>\n<div>\n<p>Give your clients 24\/7 access to their consolidated wealth through a secure, white-labelled portal. Interactive dashboards, document vaults, and encrypted messaging, all branded as your firm.<\/p>\n<p><i class=\"fas fa-check-circle\"><\/i>\u00a0Fully white-labelled with your brand identity<\/p>\n<p><i class=\"fas fa-check-circle\"><\/i>\u00a0Interactive portfolio dashboards and goal tracking<\/p>\n<p><i class=\"fas fa-check-circle\"><\/i>\u00a0Secure document vault (reports, tax docs, contracts)<\/p>\n<p><i class=\"fas fa-check-circle\"><\/i>\u00a0Encrypted advisor-client messaging<\/p>\n<p><i class=\"fas fa-check-circle\"><\/i>\u00a0Mobile-responsive for on-the-go access<\/p>\n<\/div>\n<p><a href=\"\/get-started-free\/\">Start for free<\/a><\/p>\n<\/div>\n<p><!--more--><br \/>\n<!-- {\"type\":\"layout\",\"children\":[{\"type\":\"section\",\"props\":{\"animation\":\"slide-bottom-medium\",\"animation_delay\":\"100\",\"header_transparent\":true,\"header_transparent_text_color\":\"dark\",\"image_position\":\"center-center\",\"padding_bottom\":\"none\",\"padding_top\":\"large\",\"style\":\"default\",\"title_breakpoint\":\"xl\",\"title_position\":\"top-left\",\"title_rotation\":\"left\",\"vertical_align\":\"\",\"width\":\"default\"},\"children\":[{\"type\":\"row\",\"props\":{\"column_gap\":\"large\",\"layout\":\"2-5,3-5\",\"margin_bottom\":\"remove\",\"margin_top\":\"remove\",\"row_gap\":\"large\"},\"children\":[{\"type\":\"column\",\"props\":{\"image_position\":\"center-center\",\"position_sticky_breakpoint\":\"m\",\"vertical_align\":\"middle\",\"width_medium\":\"2-5\"},\"children\":[{\"type\":\"headline\",\"props\":{\"block_align_breakpoint\":\"m\",\"block_align_fallback\":\"center\",\"content\":\"The Platform Built for Independent Wealth Managers\",\"image_align\":\"left\",\"image_margin\":\"xsmall\",\"maxwidth\":\"xlarge\",\"position\":\"relative\",\"position_z_index\":\"1\",\"text_align\":\"left\",\"text_align_breakpoint\":\"m\",\"text_align_fallback\":\"center\",\"title_element\":\"h1\",\"title_style\":\"heading-small\"}},{\"type\":\"text\",\"props\":{\"block_align_breakpoint\":\"m\",\"block_align_fallback\":\"center\",\"column_breakpoint\":\"m\",\"content\":\"CRM, portfolio management, compliance, digital onboarding, and AI unified in one Swiss sovereign platform. 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Companies that Refuse to Compromise on Sovereignty.<\/center>\",\"image_align\":\"left\",\"image_margin\":\"xsmall\",\"title_element\":\"h1\"}},{\"type\":\"grid\",\"props\":{\"content_column_breakpoint\":\"m\",\"filter_align\":\"left\",\"filter_all\":true,\"filter_grid_breakpoint\":\"m\",\"filter_grid_width\":\"auto\",\"filter_position\":\"top\",\"filter_style\":\"tab\",\"grid_default\":\"3\",\"grid_medium\":\"6\",\"image_align\":\"top\",\"image_grid_breakpoint\":\"m\",\"image_grid_width\":\"1-2\",\"image_svg_color\":\"emphasis\",\"item_animation\":true,\"lightbox_bg_close\":true,\"link_style\":\"default\",\"link_text\":\"Read more\",\"margin_bottom\":\"default\",\"margin_top\":\"default\",\"meta_align\":\"below-title\",\"meta_element\":\"div\",\"meta_style\":\"text-meta\",\"show_content\":true,\"show_hover_image\":true,\"show_hover_video\":true,\"show_image\":true,\"show_link\":true,\"show_meta\":true,\"show_title\":true,\"show_video\":true,\"title_align\":\"top\",\"title_element\":\"h3\",\"title_grid_breakpoint\":\"m\",\"title_grid_width\":\"1-2\",\"title_hover_style\":\"reset\"},\"children\":[{\"type\":\"grid_item\",\"props\":{\"image\":\"wp-content\/uploads\/2023\/07\/arab-bank-switzerland.png\"}},{\"type\":\"grid_item\",\"props\":{\"image\":\"wp-content\/uploads\/2024\/05\/credit-agricole-nextbank-50.png\"}},{\"type\":\"grid_item\",\"props\":{\"image\":\"wp-content\/uploads\/2024\/05\/Conduit-50.png\"}},{\"type\":\"grid_item\",\"props\":{\"image\":\"wp-content\/uploads\/2023\/07\/linear.png\"}},{\"type\":\"grid_item\",\"props\":{\"image\":\"wp-content\/uploads\/2023\/07\/b-sharpe.png\"}},{\"type\":\"grid_item\",\"props\":{\"image\":\"wp-content\/uploads\/2023\/07\/sumsub.png\"}}]}]}]}]},{\"type\":\"section\",\"props\":{\"animation\":\"slide-bottom-medium\",\"animation_delay\":\"200\",\"image_position\":\"center-center\",\"padding_bottom\":\"none\",\"padding_top\":\"large\",\"style\":\"default\",\"title_breakpoint\":\"xl\",\"title_position\":\"top-left\",\"title_rotation\":\"left\",\"vertical_align\":\"\",\"width\":\"default\"},\"children\":[{\"type\":\"row\",\"children\":[{\"type\":\"column\",\"props\":{\"image_position\":\"center-center\",\"position_sticky_breakpoint\":\"m\",\"width_medium\":\"2-5\"},\"children\":[{\"type\":\"headline\",\"props\":{\"animation\":\"none\",\"content\":\"Built for Independent Practitioners\",\"image_align\":\"left\",\"image_margin\":\"xsmall\",\"position\":\"relative\",\"position_z_index\":\"1\",\"text_align\":\"left\",\"text_align_breakpoint\":\"m\",\"text_align_fallback\":\"center\",\"title_element\":\"h2\"}},{\"type\":\"text\",\"props\":{\"column_breakpoint\":\"m\",\"content\":\"IFAs and EAMs face unique operational challenges that Salesforce, HubSpot, and spreadsheets were never designed to solve.\",\"margin_bottom\":\"default\",\"margin_top\":\"default\"}}]},{\"type\":\"column\",\"props\":{\"image_position\":\"center-center\",\"position_sticky_breakpoint\":\"m\",\"width_medium\":\"3-5\"},\"children\":[{\"type\":\"grid\",\"props\":{\"animation\":\"none\",\"block_align\":\"right\",\"block_align_breakpoint\":\"m\",\"block_align_fallback\":\"center\",\"content_column_breakpoint\":\"m\",\"content_margin\":\"small\",\"filter_align\":\"left\",\"filter_all\":true,\"filter_grid_breakpoint\":\"m\",\"filter_grid_width\":\"auto\",\"filter_position\":\"top\",\"filter_style\":\"tab\",\"grid_column_align\":false,\"grid_column_gap\":\"large\",\"grid_default\":\"1\",\"grid_medium\":\"\",\"grid_row_align\":false,\"grid_row_gap\":\"large\",\"grid_small\":\"2\",\"image_align\":\"top\",\"image_grid_breakpoint\":\"m\",\"image_grid_width\":\"auto\",\"image_svg_color\":\"primary\",\"image_svg_inline\":true,\"image_width\":\"40\",\"item_animation\":true,\"lightbox_bg_close\":true,\"link_style\":\"default\",\"link_text\":\"Read more\",\"margin_bottom\":\"default\",\"margin_top\":\"default\",\"maxwidth\":\"2xlarge\",\"meta_align\":\"below-title\",\"meta_element\":\"div\",\"meta_style\":\"text-meta\",\"parallax_easing\":\"1\",\"position\":\"relative\",\"position_z_index\":\"1\",\"show_content\":true,\"show_hover_image\":true,\"show_hover_video\":true,\"show_image\":true,\"show_link\":true,\"show_meta\":true,\"show_title\":true,\"show_video\":true,\"text_align\":\"left\",\"text_align_breakpoint\":\"m\",\"text_align_fallback\":\"center\",\"title_align\":\"top\",\"title_element\":\"h3\",\"title_grid_breakpoint\":\"m\",\"title_grid_width\":\"1-2\",\"title_hover_style\":\"reset\",\"title_style\":\"h4\"},\"children\":[{\"type\":\"grid_item\",\"props\":{\"content\":\"Toggling between CRM, portfolio tools, compliance checkers, and client portals wastes hours daily and creates dangerous data silos.\",\"image\":\"\",\"title\":\"Fragmented Systems\"}},{\"type\":\"grid_item\",\"props\":{\"content\":\"Generic CRMs lack WORM audit trails, suitability engines, and automated FinSA\/MiFID II checks exposing you to regulatory fines.\",\"image\":\"\",\"title\":\"Compliance Blind Spots\"}},{\"type\":\"grid_item\",\"props\":{\"content\":\"Creating quarterly reports in Excel for each client across multiple custodians consumes 40% of an advisor's productive time.\",\"image\":\"\",\"title\":\"Manual Reporting\"}},{\"type\":\"grid_item\",\"props\":{\"content\":\"US-hosted platforms expose HNWI data to the CLOUD Act. Your clients' sensitive financial data deserves Swiss-grade protection.\",\"image\":\"\",\"title\":\"Data Sovereignty Risks\"}},{\"type\":\"grid_item\",\"props\":{\"content\":\"Next-gen investors expect digital portals and real-time access. Paper-based processes drive clients to digitally-native competitors.\",\"image\":\"\",\"title\":\"Poor Client Experience\"}},{\"type\":\"grid_item\",\"props\":{\"content\":\"Adapting generic software for financial compliance requires expensive developers and months of integration work that never truly fits.\",\"image\":\"\",\"title\":\"Costly Customisation\"}}]}]}],\"props\":{\"column_gap\":\"large\",\"layout\":\"2-5,3-5\",\"margin_bottom\":\"remove\",\"margin_top\":\"remove\",\"row_gap\":\"large\"}},{\"type\":\"row\",\"children\":[{\"type\":\"column\",\"props\":{\"image_position\":\"center-center\",\"position_sticky_breakpoint\":\"m\"},\"children\":[{\"type\":\"image\",\"props\":{\"image\":\"wp-content\/uploads\/background-square-100-41.png\",\"image_svg_color\":\"emphasis\",\"image_width\":\"1050\",\"margin_bottom\":\"default\",\"margin_top\":\"default\",\"position\":\"absolute\",\"position_bottom\":\"-10\",\"position_right\":\"-55vw\",\"position_z_index\":\"0\",\"visibility\":\"xl\"}},{\"type\":\"image\",\"props\":{\"image\":\"wp-content\/uploads\/background-square-100-42.png\",\"image_svg_color\":\"emphasis\",\"image_width\":\"600\",\"margin_bottom\":\"default\",\"margin_top\":\"default\",\"position\":\"absolute\",\"position_bottom\":\"-22vh\",\"position_left\":\"-50vw\",\"position_z_index\":\"0\",\"text_align\":\"right\",\"visibility\":\"xl\"}}]}]}],\"name\":\"About\",\"modified\":\"2021-01-08T13:56:27.050Z\"},{\"type\":\"section\",\"props\":{\"image_position\":\"center-center\",\"padding_bottom\":\"none\",\"padding_top\":\"large\",\"style\":\"default\",\"title_breakpoint\":\"xl\",\"title_position\":\"top-left\",\"title_rotation\":\"left\",\"vertical_align\":\"\",\"width\":\"small\"},\"children\":[{\"type\":\"row\",\"children\":[{\"type\":\"column\",\"props\":{\"image_position\":\"center-center\",\"position_sticky_breakpoint\":\"m\"},\"children\":[{\"type\":\"headline\",\"props\":{\"content\":\"A CRM That Speaks Finance\",\"image_align\":\"left\",\"image_margin\":\"xsmall\",\"position\":\"relative\",\"position_z_index\":\"1\",\"text_align\":\"center\",\"title_element\":\"h2\"}},{\"type\":\"text\",\"props\":{\"column_breakpoint\":\"m\",\"content\":\"\n\n<p style=\\\"text-align: center;\\\">Your data on Swiss Servers or on your Servers. Complete independence from US cloud providers. No CLOUD ACT exposure. 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Stop juggling tools. Start scaling your practice. Start for free Empowering Companies that Refuse to Compromise on Sovereignty. Built for Independent Practitioners IFAs and EAMs face unique operational challenges that Salesforce, HubSpot, and spreadsheets [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-50029","page","type-page","status-publish","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.8 (Yoast SEO v28.1) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>crm cgp | InvestGlass<\/title>\n<meta name=\"description\" content=\"The Platform Built for Independent Wealth Managers CRM, portfolio management, compliance, digital onboarding, and AI unified in one Swiss sovereign\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.investglass.com\/es\/crm-cgp\/\" \/>\n<meta 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