The Platform Built for Independent Wealth Managers

CRM, portfolio management, compliance, digital onboarding, and AI unified in one Swiss sovereign platform. Stop juggling tools. Start scaling your practice.

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Built for Independent Practitioners

IFAs and EAMs face unique operational challenges that Salesforce, HubSpot, and spreadsheets were never designed to solve.

Fragmented Systems

Toggling between CRM, portfolio tools, compliance checkers, and client portals wastes hours daily and creates dangerous data silos.

Compliance Blind Spots

Generic CRMs lack WORM audit trails, suitability engines, and automated FinSA/MiFID II checks exposing you to regulatory fines.

Manual Reporting

Creating quarterly reports in Excel for each client across multiple custodians consumes 40% of an advisor’s productive time.

Data Sovereignty Risks

US-hosted platforms expose HNWI data to the CLOUD Act. Your clients’ sensitive financial data deserves Swiss-grade protection.

Poor Client Experience

Next-gen investors expect digital portals and real-time access. Paper-based processes drive clients to digitally-native competitors.

Costly Customisation

Adapting generic software for financial compliance requires expensive developers and months of integration work that never truly fits.

A CRM That Speaks Finance

Your data on Swiss Servers or on your Servers. Complete independence from US cloud providers. No CLOUD ACT exposure. Governed exclusively by Swiss Data Protection Law.

2014

Founded

150+

Companies using the solution

Swiss Family Shareholder

A CRM That Speaks Finance

Financial CRM

Unlike generic CRMs, InvestGlass natively understands financial concepts joint accounts, trust structures, PEPs, beneficial owners, and family hierarchies. Every interaction is logged in a tamper-proof, WORM-compliant audit trail.

360-degree client view with live portfolio data

Relationship mapping for families and corporate structures

Immutable audit trail for every client interaction

Automated task scheduling for periodic reviews

Segmentation by risk profile, AUM, lifecycle stage

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Multi-Custodian Aggregation

포트폴리오 관리

Consolidate portfolio data from all your custodian banks into a single, real-time view. No more logging into separate portals or reconciling spreadsheets. See total client wealth across every banking relationship instantly.

150+ pre-built bank connections via API and SWIFT

Real-time position and transaction aggregation

Performance attribution and risk analytics

Automated drift detection and rebalancing alerts

Model portfolio management and bulk operations

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Multi-Custodian Aggregation

Automated Regulatory Compliance

The InvestGlass suitability and appropriateness engine evaluates 20+ metrics in real-time. Every recommendation is automatically checked against client mandates, risk profiles, and regulatory requirements before execution.

FinSA, MiFID II, and FINMA pre-built rule sets

Pre-trade and post-trade compliance checks

Automated concentration limit monitoring

Depreciation threshold alerts (10% rule)

Multi-level approval workflows for exceptions

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Paperless Client Onboarding

디지털 온보딩

Transform weeks of paperwork into minutes of digital engagement. White-labelled onboarding journeys with automated KYC/AML screening, digital signatures, and risk profiling all from the client’s phone or laptop.

Branded digital forms with conditional logic

Automated ID verification and document capture

PEP, sanctions, and adverse media screening

Legally-binding electronic signatures

Automated lifecycle management and renewal alert

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AI That Understands Wealth

AI Copilot

InvestGlass Copilot AI GPT generates compliant investment proposals, drafts portfolio commentary, and detects opportunities,all constrained by your suitability rules. Scale from 10 proposals/day to 1,000.

Natural language portfolio proposal generation

Automated quarterly commentary drafting

Predictive risk alerts and opportunity detection

Compliance-constrained recommendations

Swiss-hosted AI models, no US data transfer

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A Digital Experience Clients Love

클라이언트 포털

Give your clients 24/7 access to their consolidated wealth through a secure, white-labelled portal. Interactive dashboards, document vaults, and encrypted messaging, all branded as your firm.

Fully white-labelled with your brand identity

Interactive portfolio dashboards and goal tracking

Secure document vault (reports, tax docs, contracts)

Encrypted advisor-client messaging

Mobile-responsive for on-the-go access

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