Skip to main content

Migration Service

The investGlass team will help you migrate your existing PMS, CRM, CLM data into our servers.

Contact us today
loading="eager"
loading="eager"
loading="eager"
loading="eager"
loading="eager"
Below are some examples of content types and features that InvestGlass can migrate and where Salesforce Hubspot can not :
  • Database-driven pages
  • Portfolio history and transaction
  • Suitability and financial risk metrics

  • Login or members-only section
    Mega menus, image based menus, or menus with non-linked content (descriptions or paragraph content)

  • Progressive forms/forms with logic
  • Calculators and other gizmos that use server-side scripts
  • Live chat
  • Video files that are not .swf (.flv, .mov, .mp4, .wmv, etc.
  • User-generated content (forums, ratings, etc.)
  • Forms requesting Personally Identifiable Information
Can I submit a staging portal site?

Yes, you can submit a live URL to a staging site.

Swiss Quality and Confidentiality First

InvestGlass migration team is used to migrate banking, hospital health-case sensitive data. Please contact us for more support.

loading="lazy"