Unlike generic CRMs, InvestGlass natively understands financial concepts joint accounts, trust structures, PEPs, beneficial owners, and family hierarchies. Every interaction is logged in a tamper-proof, WORM-compliant audit trail.

 360-degree client view with live portfolio data

 Relationship mapping for families and corporate structures

 Immutable audit trail for every client interaction

 Automated task scheduling for periodic reviews

 Segmentation by risk profile, AUM, lifecycle stage

Consolidate portfolio data from all your custodian banks into a single, real-time view. No more logging into separate portals or reconciling spreadsheets. See total client wealth across every banking relationship instantly.

 150+ pre-built bank connections via API and SWIFT

 Real-time position and transaction aggregation

 Performance attribution and risk analytics

 Automated drift detection and rebalancing alerts

 Model portfolio management and bulk operations

The InvestGlass suitability and appropriateness engine evaluates 20+ metrics in real-time. Every recommendation is automatically checked against client mandates, risk profiles, and regulatory requirements before execution.

 FinSA, MiFID II, and FINMA pre-built rule sets

 Pre-trade and post-trade compliance checks

 Automated concentration limit monitoring

 Depreciation threshold alerts (10% rule)

 Multi-level approval workflows for exceptions

Transform weeks of paperwork into minutes of digital engagement. White-labelled onboarding journeys with automated KYC/AML screening, digital signatures, and risk profiling all from the client’s phone or laptop.

 Branded digital forms with conditional logic

 Automated ID verification and document capture

 PEP, sanctions, and adverse media screening

 Legally-binding electronic signatures

 Automated lifecycle management and renewal alert

InvestGlass Copilot AI GPT generates compliant investment proposals, drafts portfolio commentary, and detects opportunities,all constrained by your suitability rules. Scale from 10 proposals/day to 1,000.

 Natural language portfolio proposal generation

 Automated quarterly commentary drafting

 Predictive risk alerts and opportunity detection

 Compliance-constrained recommendations

 Swiss-hosted AI models, no US data transfer

Give your clients 24/7 access to their consolidated wealth through a secure, white-labelled portal. Interactive dashboards, document vaults, and encrypted messaging, all branded as your firm.

 Fully white-labelled with your brand identity

 Interactive portfolio dashboards and goal tracking

 Secure document vault (reports, tax docs, contracts)

 Encrypted advisor-client messaging

 Mobile-responsive for on-the-go access