The Swiss-Sovereign CRM & PMS Suite for Crypto Brokers

The world of crypto brokering moves fast. Clients expect transparency, compliance, and instant execution, while regulations grow more demanding by the day.

무료 체험

We built a Swiss-sovereign CRM and Portfolio Management System designed specifically for crypto broker, exchange and bankers.

Grow revenue with confidence.

Getting back to growth may be easier than you think — no matter your company’s size, industry, or geography. You can increase rep productivity and grow revenue by putting all your sales activities on a single platform.

디지털을 새로운 일상으로 만들기

Whether they are on the go or at home, your team will have access to all of their essential tools with a single app. That means no more running around looking for different applications and wasting time!

더 빠르게 거래 성사

Give your reps the tools to sell more and close deals faster with regular feature releases, a global community of experts & free on-demand training.

Why Crypto Brokers Need a Purpose-Built CRM

Get Closer to your Audience

Digital Onboarding and Compliance Automation

Onboarding clients in crypto is a complex process — often involving multiple checks, identity verifications, and anti-money laundering procedures. This CRM simplifies it all with customizable digital forms, automated KYC and KYB verification, and integrated compliance tracking. Each client journey is recorded in full, creating an audit-ready trail while speeding up account activation. You’ll onboard faster without sacrificing accuracy or regulatory rigor.

Built for Crypto Workflows

Every broker’s process is different, but crypto workflows are especially dynamic. This CRM adapts to that reality. From capturing leads to managing trades, commissions, and pipelines, the system offers complete visibility into every client interaction. You can log voice calls, track deals in real time, and manage both retail and institutional clients within one unified platform. Trading data, client conversations, and performance metrics are all connected — giving your team instant access to the information that drives better decisions and stronger relationships.

Portfolio Management and Analytics

Once trades are executed, the platform transitions seamlessly into portfolio management. You can monitor crypto, fiat, and derivative holdings across multiple wallets and custodians. Interactive dashboards give you real-time insights into client performance, risk exposure, and profitability. With automated reporting and compliance-ready records, you’ll never have to chase data between systems again. Everything is connected, accurate, and accessible — empowering you to deliver professional-grade reporting and transparency to your clients.

Smart Marketing and Client Retention

Beyond trading, long-term client loyalty is built through smart communication. This CRM includes powerful marketing automation to help you nurture leads, engage existing clients, and personalize communication across channels like email, SMS, and WhatsApp. Automated workflows can trigger messages after onboarding, trade execution, or portfolio updates — ensuring every client stays informed and valued without adding to your team’s workload.

기록 권한 및 감사

Industry regulations compliance is an important part of any business. InvestGlass allows you to grant objects permissions to control the access to your data fields and records. Each object can be set up with a specific level of access to create, read, edit, and delete those records. This level of access will define the extent a user has to manipulate a field record.

Field Audit Trail lets you retain archived field history data up to 10 years from the time the data was archived.