SUPPORT       SIGNIN

Modular PMS
Is Key to Succeed

If you’re a financial professional, then you know that a good PMS is essential to success. And one of the best ways to stay ahead of the curve is by using InvestGlass tools. Our portfolio manager tool allows you to keep track of your holdings and make informed decisions quickly and easily.

InvestGlass Portfolio

Portfolio Management System

InvestGlass offers a unique combination of CRM and PMS. Our software is dedicated to small and medium-sized advisory firms. It is the only tool on the market that offers both a customer relationship management (CRM) system and a portfolio management system (PMS) in one single application. View reconciled cash balance and projections in real-time.

Risk mangers

InvestGlass provides a comprehensive view of your positions and risks but also helps you to zero in on exposures across every single portfolio with its industry-leading risk models. The app has global reach, providing access for investing large or complex portfolios from anywhere in the world – even if that’s not where they’re located!

Financial Advisory

InvestGlass is the only platform in its category to offer such high-quality services, connecting advisors with individual investors through cutting-edge technology.
InvestGlass innovative tools and sophisticated data analysis empower both sides of this relationship – helping professionals grow their clientele while also giving consumers more choices when it comes time for retirement planning or creating a new income stream

InvestGlass Portfolio

Model Portfolio

The best way to make smart investment decisions is with InvestGlass PMS. Seamlessly model orders across one or many portfolios, including rebalancing as needed so you can keep up with markets and stay ahead of the competition.

Integrate it with your other business apps

API are the protocols that allow different software to talk with each other. We use the open REST API. You don’t need special coding skills, just use your browser to send and receive data. 

  • Signatys

  • Connective

  • Qwil logo

    Qwil

  • Scorechain

  • Microsoft Teams

  • Trello

  • Ardis

  • Investment Navigator

    Investment Navigator

  • Jira Integrations

  • Conser

  • Quo

  • Zapier

  • Google

Premium products and services for banks, crypto brokers and wealth managers

Modular adoption

MIFID & LSFIN FIDLEG Monitoring

Flexible PMS

Automations

Fast, secure and reliable development

Swiss Cloud Storage

Simple, flexible pricing.
Unlimited portfolios
and asset under management.

InvestGlass pricing is based on a “user” and not on portfolio or client.
Starter

CHF49

Per user / per month

  • Digital Onboarding
  • Account, Contact, Lead, and Opportunity Management
  • Email integration
  • Community Support
Starter

€49

Per user / per month

  • Digital Onboarding
  • Account, Contact, Lead, and Opportunity Management
  • Email integration
  • Community Support
Enterprise

CHF149

Per user / per month

  • Include Starter features
  • Automation and approval process
  • Audit record
  • Priority Support – email
Enterprise

€149

Per user / per month

  • Include Starter features
  • Automation and approval process
  • Audit record
  • Priority Support – email
Digital

CHF299

Per user / per month

  • Include Enterprise features
  • SFTP and API connection on Swiss Servers
  • Advanced reporting and analytics
  • Priority Support – live chat
Digital

€299

Per user / per month

  • Include Enterprise features
  • SFTP and API connection on Swiss Servers
  • Advanced reporting and analytics
  • Priority Support – live chat
Starter

£39

Per user / per month

  • Digital Onboarding
  • Account, Contact, Lead, and Opportunity Management
  • Email integration
  • Community Support
Enterprise

£129

Per user / per month

  • Include Starter features
  • Automation and approval process
  • Audit record
  • Priority Support – email
Digital

£249

Per user / per month

  • Include Enterprise features
  • SFTP and API connection on Swiss Servers
  • Advanced reporting and analytics
  • Priority Support – live chat


Start Automating Your Life Using InvestGlass

With Swiss digital tools to make every part of your process more human.

© InvestGlass. All rights reserved. Powered by InvestGlass.