CRM Tools to help you grow

Simple and beautiful

We built InvestGlass to make your life easier, not more difficult. Whatever you’re looking for is just a few clicks away.

Complete transparency

Track all conversation into complete call report. We built them to respect your local regulator requirements.

Paperless Banking

Financial services firms must follow stringent Know Your Customer (KYC) verification procedures to ensure new customers really are who they say they are. InvestGlass can streamline this process using digital signature solutions and electronic storage solution hosted in Switzerland.

Trust - Company - Family

InvestGlass CRM is supporting complex businesses from family office, trust, SME to financial institutions. 

Find your leads in seconds

Find any information about any lead within seconds. Create smart views for your most common searches to optimize your sales process.

Book and Share

Plan your meetings with prospects, calls with customers, portfolio review, and just about anything sales-related using InvestGlass CRM's built-in calendar. InvestGlass built-in calendar can be shared into Client built-in portal.

Account Opening Audit Trail

Manage account opening process with a built-in audit trail and team notification to deliver same day account opening. 

Per month per Advisor License

Get InvestGlass Today

The only fintech solution to offer lead management, PMS, predictive leads, and ebanking.