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Unlock Insights with InvestGlass Survey Maker

Your Ultimate Solution for Dynamic and Insightful Surveys

Simplify Your Workflow
From Start to End

Digital forms

Question Types and Customization

Survey software like InvestGlass provides diverse question formats, including multiple-choice, Likert scale, open-ended, and rating scale questions. Customization options allow for tailoring question text, answer choices, and question logic to meet specific survey requirements.
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Design and Branding

Customizable themes and branding options are vital for maintaining brand consistency. InvestGlass offers a variety of design templates that can be tailored to match brand colors and fonts, as well as the integration of logos and other brand elements.

Distribution and Accessibility

Multi-channel distribution capabilities allow surveys to be shared via email, social media, websites, or QR codes. Additionally, mobile-friendly designs ensure surveys are responsive and accessible across various devices, including smartphones and tablets.
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Automation Process and GPT

InvestGlass integrates automation and GPT technology to streamline workflows, reduce manual tasks, and enhance decision-making. Brokers can automate routine processes, generate insights, and improve overall productivity and client service
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Logic and Branching

Advanced logic capabilities, such as skip logic and branching logic, enable users to create dynamic surveys. These features ensure respondents are directed to relevant questions based on their previous answers, enhancing the survey’s relevance and effectiveness.