Plans & Pricing
Standard
CHF199
Per user, Per month, billed monthly.
All apps
Priority Support – email
- Digital on-onboarding
- CRM
- Task
- Calendar
- Invoice
- Automation
- Campaign
Standard
€199
Per user, Per month, billed monthly.
All apps
Priority Support – email
- Digital on-onboarding
- CRM
- Task
- Calendar
- Invoice
- Automation
- Campaign
Professional
€299
Per user, Per month, billed monthly.
All apps
Priority Support – direct chat
- All Standard features
- Access to your SFTP InvestGlass Swiss Servers
- Portfolio management system
- Risk monitoring
- Publishing tools
- Client Portal
Professional
CHF299
Per user, Per month, billed monthly.
All apps
Priority Support – direct chat
- All Standard features
- Access to your SFTP InvestGlass Swiss Servers
- Portfolio management system
- Risk monitoring
- Publishing tools
- Client Portal
Enterprise
€399
Per user, Per month, billed monthly.
All apps
Priority Support – dedicated coach
- All Standard and Professional features
- Chat GPT
- Specific SLA option
- Customisable reporting
- On-premise option
- Cloning your environment
Enterprise
CHF399
Per user, Per month, billed monthly.
All apps
Priority Support – dedicated coach
- All Standard and Professional features
- Chat GPT
- Specific SLA option
- Customisable reporting
- On-premise option
- Cloning your environment
Need help choosing a plan?
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?
Contact us for more information.