Create digital forms to capture new leads, or import your data into #1 Swiss CRM.
The Automation suite helps you to convert prospects to customers and drive revenue.
InvestGlass offers a full PMS and Invoice system compatible with MIFID and LSFIN FIDLEG.
Discover InvestGlass wealth management solutions at the largest French Financial Advisor show.
The annual meeting of wealth managers will allow discussion on the challenges to be met for the profession.
Partnering for High-Tech Innovation in Finance