The Swiss CRM Built for Crypto Brokers
InvestGlass helps crypto intermediaries scale securely, meet regulatory requirements, and maintain full control over client data.
Control the Entire Client Lifecycle with Confidence
Manage onboarding, trading activity, compliance, and client relationships within a single Swiss-hosted platform.
Flexible CRM with Built-In Compliance Controls
Operate with a CRM designed for crypto markets, integrating transaction monitoring, KYC checks, and price verification across OTC and voice trades. Ensure traceability, reduce risk, and stay aligned with regulatory expectations
Automation for Operational Efficiency
Streamline workflows with automated processes, notifications, and system integrations that reduce manual work, improve consistency, and lower operational risk while increasing team productivity.
Digital Onboarding with AML and KYC Integration
Onboard clients faster with customizable forms connected to leading verification providers such as SumSub and Northdata, OpenSanctions, and more, ensuring full AML and KYC compliance with auditable, secure processes.
Sales Pipeline and Lifecycle Monitoring
Track client journeys, manage accounts, and monitor trading activity across retail and professional segments in one unified interface, improving coordination between sales, compliance, and support teams.
Connect to Fireblocks and Fiat to Crypto tools
Access real-time portfolio data, reporting tools, and compliance frameworks aligned with MiFID and FIDLEG requirements, enabling transparent reporting and continuous regulatory readiness.
Deploy in Switzerland or on-premise with infrastructure designed for sensitive financial data and evolving regulatory frameworks, helping you capture more leads, close deals faster, maintain compliance across jurisdictions, and automate communication and reporting.
