Create digital-first engagement with InvestGlass portal builder

Engage each prospect and client with a personalised portal. Communicate in aN Easy and friendly way with customers.
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Embed aservice into your portal

Customize with your branding

Perfect tool to build your digital presence.

Create a branded portal which is perfectly suited for mobiles and tablets. Set your colours, logo, and website address with no coding required. 

 

Documents electronic vault

Share documents with prospects and clients.

Share important documents with your clients. Have your client share their documents with you. Documents are hosted on Swiss servers.

Transactions

Offer a click and transact solution.

Embed into the InvestGlass portal your favourite order management system or InvestGlass forms. InvestGlass forms are perfectly suited for interactive check-out solution. 

 

Integrate your API

Open API means you can connect now with your clients favourite software.

InvestGlass API is opened and helps to connect InvestGlass to your favourite application such as GMAIL, Outlook, Calendly, Zoom, Mailchimp and more. You can also connect using Gravitee Source.

Share portfolio and baskets

For private equity, retail shopping and banks.

InvestGlass’s client portal allows you to share portfolios and baskets of securities with your clients. You can share the portfolio balance as well as transaction history.

On any device

Computer, tablet, or smartphone.

Your digital platform can be resized into computer, tablet or smartphone screen size.

Digital onboarding

Onboard prospects and update clients info.

One of InvestGlass most advanced feature is digital onboarding which helps you to collect information from your new prospects and existing clients. Digital onboarding includes a digital signature as well as KYC remediation capabilities.

Market overview

Present your collections and click to trade.

Share your products and securities collection into InvestGlass inventory management system. Then, share those items into your branded portal to create an interactive and online experience. Marketplace API can easily be connected to update prices.

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