The Swiss CRM Built for Financial Services
InvestGlass helps financial institutions increase sales efficiency while ensuring compliance and protecting client data.
Simplify Your Workflow from Start to Finish
Manage onboarding, client lifecycle, portfolio oversight, and marketing within one unified Swiss platform, reducing complexity and improving operational control.
Flexible CRM with Swiss Hosting
Host client data securely in Switzerland or on your own infrastructure while equipping your teams with a streamlined system that improves collaboration and ensures full data control.
Automation for Efficient Operations
Automate workflows, notifications, and data sharing across teams and systems to reduce manual tasks, improve accuracy, and keep operations running smoothly.
Digital Onboarding and Compliance
Simplify client onboarding with digital forms and automated document management, reducing administrative burden while ensuring compliance with regulatory requirements.
Sales Pipeline and Deal Management
Track your entire sales cycle with structured pipelines that enforce activity tracking, improve forecasting accuracy, and help teams close deals more efficiently.
Система управления портфелем (PMS)
Go beyond traditional CRM capabilities with integrated portfolio management, allowing you to monitor performance, manage client assets, and connect seamlessly to banks and brokers.