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InvestGlass gives you more time to do work you enjoy

Frequently asked questions

Do I need to know how to code?

No need! InvestGlass makes it easy for you to move data between your apps without being a developer. We may need you to locate information for certain accounts, but we’ll guide you through any additional steps required and our support champions are here to help you by email should you need assistance.


Is my data secure?

InvestGlass data is hosted on #1 Swiss Servers Safehost and Exoscale. InvestGlass has a security teams on-call 24/7. We constantly monitor security notifications around all 3rd party software libraries and if identified.


Does InvestGlass support two-way syncing?
Yes it’s possible. InvestGlass does support two-way syncing between apps right now. Please contact us for more details


What if I have more questions?
Try searching for what you need in our Help & Support site

Do more with InvestGlass
Done with the basics? Learn how to do even more with InvestGlass!