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.