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Onboard, Close, Grow.  

InvestGlass is #1 Swiss Sovereign Business Solution. Your Data are Hosted in Geneva, Switzerland.

InvestGlass価格
スターター
Grow
Collect your team data in one place.
うっ血性心不全 50 / user / month
  • Unlimited records
  • Unlimited automations
  • CRM & Contacts
  • Pipelines & Reporting
  • Calendar & Documents
無料体験
スタンダード
Acquire
Get your leads and convert them faster.
うっ血性心不全 200 / user / month
  • Everything in Starter
  • 高度なパイプライン
  • Campaign tools
  • Digital onboarding & E-signature
  • Invoices & Quotes
無料体験
エンタープライズ
Comply
Serve each customer uniquely with full compliance.
うっ血性心不全 500 / user / month
  • Everything in Standard
  • クライアントポータル
  • Risk monitoring
  • ポートフォリオ管理
  • Model Portfolios & Goals
無料体験
Ultimate
Conquer
Secure AI on your server, no compromise.
うっ血性心不全 700 / user / month
  • Everything in Enterprise
  • Core banking connection
  • オンプレミス・ホスティング
  • On-premise AI
  • Custom projects with Swiss team
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All prices are per seat / month, billed monthly. Cancel anytime. Free 30-day trial.