Real Estate Investor Portal

InvestGlass is the only Swiss hosted portal for your real esate investors. No Cloud Act 2018 your data is hosted in Switzerland on Swiss software.

Simplify Your Workflow
From Start to End

Over the past years, we have seen an incredible rise in the popularity of real estate investing. And it’s no wonder! Real estate investing offers a unique opportunity to build wealth and create passive income.

The real estate investor portal hosted in Switzerland

Save time and money with our cloud-based solution hosted in Switzerland. InvestGlass is the only Swiss-based and hosted solution built for hign net worth individuals, institutional investors and real investors. The real estate investor portal offers a single source of truth for investors and fund networks. It’s a perfect way to communicate and reduce email campaigns with existing real estate investors. The strategic position as a Non US or Chinese cloud solution is a on of the key benefits. You can add unlimited users to the platform.

Investor portal software solutions focus on your investor relationship

Documents and sensitive information can be shared on the InvestGlass investor portal. You will securely share documents and link funds documents to securities: real estate, and real estate funds. The solution helps you to control with transparency investment information, period-end reports, investor statements, distribution notices and funding requests. Investor reporting is standard in the InvestGlass portal but you can also customize them with Latex language. Investors receive notifications when a new capital market deal is enabled on the investor portal. The reporting will include also tax documents, tax forms, fundraising agreements, and distributions documents.

Make your investor access to the portal a key marketing advantage

InvestGlass investor portal is fully customizable. The platform access is built with a “two factor authentification” login The portal logo, background image, and colors are fully customizable. The portal access and widgets are easily enabled based on investors’ categories. Therefore InvestGlass matches real estate deals, real estate brokers and real estate investors. To access the investor portal, the access management is bank grade which means that all access, reset the password, and page visits are audited. All client interactions can be restricted by your investment firm’s back office in a few clicks. Deal marketing is lead by the built-in CRM which includes a deal room, virtual data room, and e-signatures. The CRM is built with a Campaign Tool to automate investor subscriptions to real estate deals. Add new investors, add all your investments, and InvestGlass will make your investor experience impressive. The tool can is also producing
man working remotely signing contract on DocuSign

Sign investor relations documents and transact securely

The signing process is much easier than you might think. One click and it’s done! Signing your contracts in an instant without emails, printing or downloading anything will save time for everyone involved so that there aren’t any long email exchanges between team members who are trying to get on board with this new way of doing business–especially if they’re working from home instead of being located at a traditional office space where most companies still maintain some form or another because workers’ commute times can often dictate how productive one feels during certain periods throughout each day depending upon traffic conditions outside as well as other factors such

One reporting management tool in a comprehensive real estate investor portal

The investor portal is a natural way to connect syndicators and passive private investors with a hassle-free investment experience. No more switching between portals or sponsors; one log into your platform and you’ll be able to find what you are looking for: new deals, reports on past investments as well some helpful statistics about yourself! The customisation of the real estate platform will match any profile type and impress investors. Investor reports can be generated via InvestGlass and shares as long as other sensitive information.

Integrate it with your other business apps

API are the protocols that allow different software to talk with each other. We use the open REST API. You don’t need special coding skills, just use your browser to send and receive data.
  • Signatys

  • Connective

  • Qwil logo

    Qwil

  • Scorechain

  • Microsoft Teams

  • Trello

  • Ardis

  • Investment Navigator

    Investment Navigator

  • Jira Integrations

  • Conser

  • Quo

  • Zapier

  • Google

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