The Pipeline Built for AI Sales & Conformità

InvestGlass Pipeline gives wealth managers, private banks, and regulated institutions a Kanban-style deal and KYC onboarding workflow — with built-in compliance tracking, probability scoring, and real-time velocity metrics.

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Everything your team needs to close deals faster

Visual KYC Onboarding Pipeline

Track every client through your KYC workflow with a drag-and-drop Kanban board. Each deal card shows the client name, deal value, probability score, days elapsed, and compliance status all at a glance.

Built-In Regulatory Compliance

InvestGlass Pipeline enforces compliance at every stage. Automated deadline tracking, document expiry alerts, and audit trails ensure your team never misses a regulatory requirement.

Real-Time Pipeline Analytics

Understand your pipeline health at a glance. Track weighted values, average close probability, deal velocity, and stage-by-stage conversion rates — all updated in real time.

From first contact to final approval

Every deal follows a structured KYC onboarding journey. InvestGlass Pipeline enforces the right steps at the right time, with full visibility for your compliance team.

Your data stays in Switzerland or Hosted on your server.

In an era of global cloud consolidation, InvestGlass stands apart. As a 100% Swiss-owned and operated platform

We Love What We Do

„InvestGlass Pipeline transformed how we manage KYC onboarding. What used to take weeks now takes days, with full compliance visibility at every stage.“

Alexandre Gaillard, InvestGlass CEO