Choose the plan that works for you.

Swiss Sovereign CRM, unlimited contacts, portfolios and workflows. No credit card is needed

Starter

All-in-one for small teams
CHF49/seat/month
  • The starter plan includes:
  • Digital onboarding
  • CRM, agenda and tasks, invoice
  • Investment tools, Portfolio Management
Try for free

Complete

The customisable CRM
CHF149/seat/month
  • Include Starter plus :
  • Automation
  • Approval process, Travel Request
  • Record permission, audit trail
  • Prioritized customer support
Try for free

Digital

For online experiences
CHF299/seat/month
  • Include Complete plus :
  • Digital portal, customer chat, digital signature
  • Customisable API and AI
  • SFTP folder creation
  • Premium Support
  • Enterprise-grade security & governance
  • Advanced reporting & analytics
Try for free

Join Customers who Trust InvestGlass

B-Sharpe

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

Support office hours are: 9:00am – 5:00pm PT, Monday to Friday. In English, French and Spanish.

New Monthly Content

We write detailed user journey and template you can use for your own process.

High Security Standards

InvestGlass is GDPR compliant. Your data is backed up regularly.

Access to InvestGlass Roadmap

InvestGlass customers get access to our roadmap and will be notified in real-time when a fix or a new feature is released.

What’s 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 Estate

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, answered.

Can I change my plan?

Yes, you can upgrade or downgrade at any time. If you choose to upgrade, you’ll pay a pro-rated amount for the rest of the month. If you choose to downgrade, you’ll be credited on next month’s bill.

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?

For NGO and students it is free.

How is my data safe?

The security and integrity of your data are critically important for us, and we’ve built our services around this idea. Once your information enters InvestGlass servers located with SAFEHOST and Exoscale in Switzerland systems, it’s secured with multiple levels of encryption and access controls:

Your data in-transit is encrypted using secure TLS cryptographic protocols (TLS 1.2).
Your data at rest is encrypted using Advanced Encryption Standard.
Redundant backups of critical data are also in place to ensure business continuity.

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.

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

No credit card required. No software to install.
TRY FOR FREE