Building ties with Fintech in South East Asia.
Best Swiss Startup prize!
The CRM fields are now customizable
InvestGlass team expands client support in Asia.
The tool offers the first block to facilitate portfolio exchange with investors.
The portfolio management tool is built to connect to custodian banks. It offers reporting and tools such as strategy and model portfolio reblancing.
We were glad to show our first POC in Geneva to wealth managers and banks.
With Swiss digital tools to make every part of your process more human.
Client relationship management CRM
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