End to End Client Digital Onboarding Learn More->

InvestGlass Your Way

Trusted by banks, asset managers, wealth advisors and lawyers. Explore which option is right for you.


Small companies CRM for up to 5 users

CHF 50 (€50)

(billed annually)


Complete for CRM & Portfolio Management

CHF 100 (€100)

(billed annually)


Made for digital ready companies

CHF 250 (€250)

(billed annually)


Unlimited CRM with industries templates

CHF 500 (€500)

(billed annually)

 Standard features


  • Account, lead management 
  • Team Calendar
  • Task management
  • File storage
  • Web to lead capture

 Build - Start + 

  • Portfolio management
  • Build your Client Portal
  • Track quotes and order
  • Digital signature

Complete - Build + 

  • Portfolio management
  • Web service API
  • Chatter SMS, Whatsapp
  • Process builder

Unlimited - Complete + 

  • Industry templates
  • Inlcude all API connection


Premium Support

Starting at CHF 1'000 per month

Custom Onboarding

Starting at CHF3'000

Data Cleanup & Import

Starting at CHF 5'000

Frequently Asked Questions

Do I have to sign a long-term contract?

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.

How do I import my leads into InvestGlass?

You can use our CRM migration tool that supports many existing CRMs, our Bulk Import Tool to import via CSV, or our Developer API. 

What's included in the 14-day free trial?

You and your team get full access to InvestGlass for 14-days.

What if I change my mind?

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.

How secure is InvestGlass.com?

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.

Does monday.com offer plans to schools, non-profits and NGOs?
InvestGlass is glad to support NGOs please contact us via email at contact @investglass.com and the team will get back to you with any applicable discounts. 

Start using InvestGlass Swiss CRM today

Try it now for free / No credit card needed