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InvestGlass Features

The Swiss Automation platform made for sales and compliance. Everything teams need to collect leads, engage sales, manage investment, and automate tasks.

Digital onboarding

Digital onboarding

Collect new leads, introducing new customers to digital products or services.
Flexible CRM

Customer relationship management (CRM)

Organize and optimize your customer interactions in order to maximize customer satisfaction and retention.
Portfolio management and Invoice

Portfolio management system

Streamline your investment – banking operations by providing real-time insights into customer data, enabling them to make informed decisions quickly and accurately.
Publishing

Publication scheduler

Plan and schedule the release of quarterly report, invoices in an efficient, consistent manner.
FIDLEG and MIFID

MIFID / LSFIN / BASEL

By leveraging cutting-edge analytics, the solution is able to quickly identify issues and potential non-compliance before they become an issue for your business.
Campaign

Campaign

Tracking and reporting across all channels for easy review. Customize segmentation of audiences by demographic and other factors for delivering the right message.
Client portal

Client portal

Improved communication between clients and businesses and ease access to documents, invoices and other important information.
Automation

Automation & Approval process

Automation, Approval process and Robotic Process Automation (RPA) helps businesses to become more efficient, reduce costs and remain competitive in the ever-changing market.

Automations

Approval Process

Approval Process

Automation2

Rule based engine

Admin Features

InvestGlass Password Policy

Password Policy

API Integration

API Integration

Organization-Wide Sharing Defaults

Organization-Wide Sharing Defaults

Audit Trail

Audit Trail

Visibility Tag - Role Based Management

Visibility Tag / Working Status / Role Management

Pages configuration

Pages configuration