Pricing built for businesses of all sizes.

Starter

per seat / month
CHF49

  • For team getting started with managing all their investments in one work place. €49/$59

  • Starter Includes

  • CRM

  • Agenda and tasks

  • Products catalog

  • Digital onboarding

  • Investment tools

Try for free

Standard

per seat / month
CHF99

  • For teams that need to manage complex process and automations. €89/$109

  • Standard Includes

  • All Starter Account plus

  • Team calendar

  • Automation for KYC

  • Approval process

  • Record permission

Try for free

Digital Pro

per seat / month
CHF299

  • For teams that need to manage a digital portal and market place.€269/$329

  • Digital Pro Includes

  • All Standard plus

  • Your client portal

  • Success coach

  • Digital signature

  • Customisable API and AI

Try for free

WHAT’S INCLUDED

High Security Standards

InvestGlass is GDPR compliant. Your data is backed up regularly.

Access to InvestGlass Roadmap

InvestGlass customers get access to our roadmap and will be notified in real-time when a fix or a new feature is released.

Swiss Quality Customer Support

Support office hours are: 9:00am – 5:00pm PT, Monday to Friday. In English, French and Spanish.

Thanks to InvestGlass.com we offer a turn-key solution to build a “robo-advisor”. 

Paul Kelly

CEO, Linear Investment

With InvestGlass.com, we’re 50% more efficient at delivering campaigns seen by hundred of investors.

Nicolas Rhein

CEO, Siega

Frequently Asked Questions

Can I change my plan?

Yes, you can upgrade or downgrade at any time. If you choose to upgrade, you’ll pay a pro-rated amount for the rest of the month. If you choose to downgrade, you’ll be credited on next month’s bill.

Do you offer discounts?

For NGO and students it is free.

Can I cancel at any time?

If you are on a monthly subscription plan yes. If not, please contact our sales team.

What if I have more questions?

Try searching for what you need in our Help & Support site. If you don’t find what you’re looking for, you can get help here.

Start using InvestGlass today

Try it now for free / No credit card needed

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