Pricing built for businesses of all sizes.
Starter
per seat / monthFor 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
Standard
per seat / monthFor 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
Digital Pro
per seat / monthFor 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
WHAT’S INCLUDED
High Security Standards
Access to InvestGlass Roadmap
Swiss Quality Customer Support
Thanks to InvestGlass.com we offer a turn-key solution to build a “robo-advisor”.
With InvestGlass.com, we’re 50% more efficient at delivering campaigns seen by hundred of investors.
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.