We built InvestGlass to make your life easier, not more difficult. Whatever you’re looking for is just a few clicks away.
Track all conversation into complete call report. We built them to respect your local regulator requirements.
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
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The only fintech solution to offer lead management, PMS, predictive leads, and ebanking.