About Us

 

people seated on table in room

Our vision, our values, our customers

We believe that everyone at InvestGlass is building the best technology for your business automation.

The Digital Revolution is changing the way we work, integrated platforms, using automation, artificial intelligence, the Internet of things, and open banking API.

Who We Are – Made in Switzerland

InvestGlass is #1 Swiss based CRM offering a complete solution with five pillars needed to automate any business : 

 

  1. Digital onboarding 
  2. Flexible CRM 
  3. Open Portfolio Management
  4. Marketing automation
  5. Client and Employee Portal

The solution is easy to use yet sophisticated enough to offer complex onboarding and customer journeys. 

Clients

Users

Features

Founded

Why Choose Us

InvestGlass has established itself as a thought and industry leader after 8 successful years of guiding our customers into the digital age. InvestGlass is a Swiss company which means that the software is free from US footprint.

InvestGlass is about agile development and emphasizes constant, rapid improvement. We work with our clients to automate their business.

Start a free trial of the Swiss #1 service solution.

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