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Starter

CHF0

1 user only

All apps

Priority Support – help desk

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Starter

€0

1 user only

All apps

Priority Support – help desk

Start Now
Starter

$0

1 user only

All apps

Priority Support – help desk

Start Now
Enterprise

CHF149

user / month

All apps

Priority Support – email

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Enterprise

€149

user / month

All apps

Priority Support – email

Start Now
Enterprise

$169

user / month

All apps

Priority Support – email

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Digital

€299

user / month

All apps

Priority Support – chat

SFTP and API connection on Swiss Servers

Investor / Employee / Client Portal

Option for InvestGlass on-premise

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Digital

$329

user / month

All apps

Priority Support – chat

SFTP and API connection on Swiss Servers

Investor / Employee / Client Portal

Option for InvestGlass on-premise

Start Now
Digital

CHF299

user / month

All apps

Priority Support – chat

SFTP and API connection on Swiss Servers

Investor / Employee / Client Portal

Option for InvestGlass on-premise

Start Now

The Standard and Custom plans include all apps for a single fee:

Digital onboarding

Digital onboarding

Flexible CRM

Flexible CRM

Portfolio management and Invoice

PMS & Invoice

FIDLEG and MIFID

FIDLEG and MIFID

Automation

Automation

Campaign

Automation

Publishing

Publishing

Client portal

Client portal

Don’t know what to choose?
Contact us to get help with your plan.

InvestGlass Is Trusted by Professionals Around the World

FAQ’s

How do I sign up to InvestGlass?
Pick a plan above to get started. We’ll ask you for a few basic details. Then you’re in.
Do you offer discounts for students, teachers or NGOs?
Yes we do offer the starter plan to NGOs and students. Contact us !
How is my data safe?
The security and integrity of your data are critically important for us, and we’ve built our services around this idea. Once your information enters InvestGlass systems (located in SAFEHOST STACK INFRA SWITZERLAND – EXOSCALE SWITZERLABD), it’s secured with multiple levels of encryption and access controls, for example: Your data in-transit is encrypted using secure TLS cryptographic protocols (TLS 1.2). Your data at rest is encrypted using Advanced Encryption Standard (AES) with a 256-bit key. Redundant backups of critical data are also in place to ensure business continuity in case of disaster.
Do typeforms work on all devices?
InvestGlass look and feel great on mobile, tablet, and desktop.
Is there a free trial available?
Yes ! 30 days !
Can I upgrade my subscription later?
Of course you can.
I have more questions
Try searching a topic over at our Help Center.

Didn’t find the answer to your question?
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