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Unlimited Contacts and Portfolios. No credit card needed.
Starter
CRM & PMS for small teams- Digital onboarding
- CRM
- Agenda and tasks
- Products catalog
- Invoice
- Investment tools
- Automation
- Record permission
- Digital signature
- Digital portal
- Customisable API and AI
- SFTP folder creation
- Customer Chat
Complete
The customisable CRM- Digital onboarding
- CRM
- Agenda and tasks
- Products catalog
- Invoice
- Investment tools
- Automation
- Record permission
- Digital signature
- Digital portal
- Customisable API and AI
- SFTP folder creation
- Customer Chat
Digital
For online experiences- Digital onboarding
- CRM
- Agenda and tasks
- Products catalog
- Invoice
- Investment tools
- Automation
- Record permission
- Digital signature
- Digital portal
- Customisable API and AI
- SFTP folder creation
- Customer Chat
Need help choosing the right plan?
What you Get by Enrolling with InvestGlass
Our service and support will adapt for those looking for a DIY approach or those looking for a high-end onboarding.
100+ Articles
Our help desk collects articles on each function and offers multiple example and videos.
Video Tutorials
We produce weekly videos on each new feature. Videos are in french and english.
Swiss Quality Customer Support
New Monthly Content
We write detailed user journey and template you can use for your own process.
High Security Standards
Access to InvestGlass Roadmap
What is Inside InvestGlass?
CRM
Activity Dashboard
Activity Management
Activity Tracking
Alerts/Notifications
API
Approval process
Calendar Management
Calendar Sync
Calendar/Reminder System
Campaign Management
Contact Database
Contact History
Contact Management
CRM
Customer Database
Customizable Fields
Customizable Reports
Customizable Templates
Data Import/Export
Document Storage
Drag & Drop
Email Management
Email Marketing
Email campaign
Email Templates
Forecasting
Interaction Tracking
Internal Chat Integration
KYC remediation
Lead Capture
Lead Generation
Lead Management
Lead Qualification
Marketing Automation
Mobile Access
Opportunity Management
Pipeline Management
Projections
Quotes/Estimates
Record permissioning
Referral Tracking
Reminders
Reporting & Statistics
Reporting/Analytics
Sales Forecasting
Sales Pipeline Management
Sales Reports
Sales Trend Analysis
Segmentation
Social Media Integration
Task Management
Territory Management
Third Party Integrations
Workflow Management
Investment Management
Accounting
Activity Dashboard
Activity Tracking
Alerts/Notifications
API
Asset Management
Audit Trail
Benchmarking
Bonds / Stocks
Client Management
Client Portal
Commodity Futures
Compliance Management
Compliance Tracking
Contact Management
Customizable Reports
Data Import/Export
Data Visualization
Document Management
Document Storage
Fee Management
Financial Analysis
Financial Management
For Investment Advisors
For Investors & Traders
Fund Management
Investments Tracking
Mobile Access
Modeling & Simulation
Monitoring
Order Management
Payroll & Commissions
Performance Management
Performance Metrics
Portfolio Management
Portfolio Rebalancing
Real Time Analytics
Real Time Data
Real Time Monitoring
Real Time Reporting
Reporting & Statistics
Reporting/Analytics
Risk Assessment
Risk Management
Self Service Portal
Summary Reports
Third Party Integrations
Visual Analytics
Workflow Management
Digital Tools
Activity Dashboard
Activity Tracking
Alerts/Notifications
API
Customizable Reports
Customer chat
Data Visualization
Digital onboarding
Digital signature
Document Management
Document Storage
Mobile Access
Modeling & Simulation
Order Management
Performance Management
Performance Metrics
Portfolio Management
Portfolio Rebalancing
Risk Assessment
Frequently Asked Questions
Can I change my plan?
Can I cancel at any time?
Can I cancel at any time?
If you are on a monthly subscription plan yes. If not, please contact our sales team.
Do you offer discounts?
What if I have more questions?
Try searching for what you need on our Help & Support site. If you don’t find what you’re looking for, you can get help here.
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