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CRM for Traders

InvestGlass is a cutting-edge CRM platform designed for traders. Simplify your trading process, manage investment opportunities effortlessly, and ensure regulatory compliance while protecting customer data privacy. With InvestGlass, traders can leverage the power of a comprehensive CRM to enhance their portfolio management capabilities.

無料体験

ワークフローの簡素化
最初から最後まで

InvestGlass is the first Swiss CRM designed for traders, providing end-to-end management of digital onboarding, life cycle management, and portfolio management. With InvestGlass, traders can streamline their operations and optimize their trading strategies, all within a single, powerful platform.

インベストグラスのワークフロー

デジタル・オンボーディング

InvestGlass’s digital onboarding feature streamlines information collected from clients, with digital forms and electronic signatures, saving traders valuable time and simplifying the onboarding process.

もっと見る 特徴

営業パイプラインと案件

InvestGlass’s pipeline functionality helps traders track each sale or deal from beginning to end, providing valuable insights into which stages of the process are most successful and where improvements can be made. With this tool, traders can confidently forecast and plan for growth, making informed decisions about their business’s future.

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自動化されたワークフロー

InvestGlass automates tedious tasks associated with managing a CRM, such as approval processes and email responses. Its powerful templates and automation features make it a valuable tool for traders, saving time and money in the long run.

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柔軟なCRM

InvestGlass offers secure hosting options for traders’ data, including Swiss servers and on-premise solutions. With InvestGlass, traders can create a streamlined workflow that maximizes efficiency for themselves and their teams.

もっと見る 特徴
InvestGlass Portfolio Management Software

Beyond the Swiss CRM – leverage a full PMS

InvestGlass offers a full PMS for traders, which can be connected to your banks and brokers’ sources. Traditional CRM solutions lack the features necessary to manage portfolios, retain customer data, or assess performance against peers.

もっと見る 特徴

Sales software to help you grow

  1. スイスまたはローカルサーバーでのターンキーホスティング
  2. Built-in template for financial institutions

  3. より多くのリードを獲得する

  4. 商談成立までの時間を短縮
  5. 規制の枠組みを尊重する
  6. 営業業務の自動化
  7. 顧客とのコミュニケーションをサポート
  8. カスタマイズされた販売レポートの作成