Trusted by banks, asset managers, wealth advisors and lawyers. Explore which option is right for you.
Starting at CHF 1'000 per month
Starting at CHF3'000
Starting at CHF 5'000
Nope. InvestGlass is month-to-month. Cancel anytime.
Do you offer discounts? Switching from monthly to annual billing includes a 10% discount. We offer additional qualifying discounts based on your team's size, contract length, and Plan choice.
You can use our CRM migration tool that supports many existing CRMs, our Bulk Import Tool to import via CSV, or our Developer API.
You and your team get full access to InvestGlass for 14-days.
If you have paid for a yearly account in the last 30 days, and for some reason, need to cancel your account, you are entitled to a full refund. To receive the refund, simply cancel the account and email contact @ investglass.com. Just explain that you would like a refund.
The security of our customer’s data is our top priority. InvestGlass is hosted on Swiss Servers in Geneva - Switzerland. InvestGlass has password enforcement system to enforce complex password policies.
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2 rue de jargonnant, 1207, Genève, Suisse