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#1 Portfolio Management System with a Swiss AI 

The Swiss-made solution is for automated brokers, banks, and neobanks.

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Meet the future of Financial Services
On-Premise or Swiss Sovereign Cloud

Connect your core banking

Measure Suitability and 20+ metrics

Build appealing portfolio reports

Risk monitoring ready

Automated advisory and DPM with AI

Simplify Your Workflow
From Start to End

InvestGlass Portfolio

The Complete Portfolio Management System

InvestGlass consolidates financial management for banks and family firms, offering real-time monitoring and comprehensive portfolio analysis in its premium version.

Portfolio management

Suitability & Appropriateness

InvestGlass offers real-time data tracking, compliance checks, and integrates with trading solutions while also supporting investment research and storing compliance data.

Automation and investment tracking

InvestGlass excels in portfolio management with its automation capabilities, streamlining investment tasks and stock screening, while its convenient templates save time and money, making it a powerful choice in the market.


ESG Screening

With the increasing emphasis on ESG (Environmental, Social, Governance) factors in investing, InvestGlass could potentially use its DMP to assess and score investments based on ESG criteria. This could help clients make investments that align with their personal values, in addition to their financial goals.