CRM for Traders



Digital onboarding InvestGlass

For traders, CRM is a must-have! It helps you keep track of all your trades and what you’re doing with them. It can also help you stay on top of the markets by allowing you to set up notifications for when certain events happen like changing prices or new announcements. To get started, just head over to InvestGlass where there’s a wide variety of CRM options available for free trial periods!

Trading and distribution companies need smart CRM

Trading desk can leverage artificial intelligence to be more competitive. InvestGlass offers a smart pipeline to filter deal opportunities by stage and probability of closing. Top trading companies are turning to a smart CRM systems for better performance.

Connect your CRM to your trading software

InvestGlass offers API connection to trading software like Bloomberg, Refinitiv, and Tradingscreen Quo and forex brokers solutions. The solutions are connected via API and capture all your trading activities. This automation reduces errors and dual logs into your trading CRM.

InvestGlas inventory module to push the best ideas

The inventory collects all the best trading ideas, equities, bonds, NFT, to suggest sales orders to your team and your customers. The system is fully customizable and will help you along with your presale module. Your ledgers are connected to contact reports which will send messages for specific price event or margin calls.

InvestGlass CRM is a game changer in the trader’s room

You don’t have to go it alone! InvestGlass offers an easy way for traders, brokers, and other distribution firms to manage their efforts. You will leverage artificial intelligence which will find the right information at the right time and help you generate an individualized investment proposal.

Investment proposals are then sent to the marketing campaigns manager that will send hyper-individualized solicitations. With a cutting-edge email scheduler, you will always send emails when the open rate is at the highest level. Your marketing team will love the cloud-based approach and personal experiences solutions.

Market research is synchronised into InvestGlass content management solutions. Each item, security can be commented via a collaborative chat embed inside the CRM software.

InvestGlass embeds contracts and invoice modules you will customize to your business specifics.

Connect your CRM for trading to your existing tools

InvestGlass offers an open admin panel that helps you connect to global shipment module, metaquotes software, presales module, warehouse management software, inventory management, third-party trading platforms, and real-time pricing.

With InvestGlass you will leverage the best CRM for traders. The platform can be used on the cloud in Switzerland or on your premises. Contact us for on-premise details and full customization.



Pre-built onboarding

InvestGlass’s digital onboarding feature helps you collect information from your new prospects and existing clients quickly and easily. InvestGlass allows you to create digital forms that can be completed by your prospects and clients online. InvestGlass also includes a digital signature feature, so you can collect signatures electronically. This makes it easy to get the information you need from your prospects and clients without having to print out forms or send them by mail. InvestGlass’s digital onboarding feature is a valuable tool for any investor who wants to save time and simplify the onboarding process.


In order to properly forecast and plan growth, it is essential to have a clear understanding of the life cycle of your product or service. By tracking each sale or deal from beginning to end, you can gain valuable insights into which stages of the process are most successful and where improvements can be made. InvestGlass’s pipeline functionality makes it easy to stay organized and track progress, empowering you to make informed decisions about your business’s future. With this valuable tool at your disposal, you can confidently forecast and plan for growth, knowing that you have the data to back up your decisions.

Fully flexible CRM

InvestGlass is a flexible CRM that can be customized to meet the specific needs of your business. The no-coding characteristic makes it easy to use, even for those with no prior knowledge in coding. You can customize each of the standard tabs and types of records, including adding custom fields and setting page layouts. InvestGlass also provides a wide range of reports and dashboards to help you track your progress and make informed decisions about your business. Whether you’re just getting started or you’re already an experienced user, InvestGlass is the perfect solution for you.


InvestGlass’ automation capabilities are some of the best in the business. InvestGlass takes your CRM and makes it work for you by automating many of the tedious and time-consuming tasks that come with managing a CRM. Automation can be set up for things like the approval process, email responses, event creation, or follow-up notifications. InvestGlass’ templates feature combined with its automating processes make it one of the most powerful CRMs on the market. InvestGlass’ automation capabilities will save you time and money in the long run, making it an invaluable tool for any business.

InvestGlass offers a wide range of automation for banks and insurance. For example, InvestGlass can automate the approval process, email responses, event creation, or follow-up notifications. InvestGlass also offers a template feature that allows you to create complex automations. InvestGlass is the perfect tool for banks and insurance companies who want to improve their customer service.

Approval process

InvestGlass’ approval process is a great example of how businesses can use different levels of approval to ensure quality work. The InvestGlass Approval process requires all work to be approved by two different managers, or groups before it can be completed. This ensures that all work is of the highest quality and that any potential problems are caught early on. InvestGlass’ approval process is just one example of how businesses can use different levels of approval to ensure quality work. 

Record permission and Audit


Industry regulations compliance is an important part of any business. InvestGlass allows you to grant objects permissions to control the access to your data fields and records. Each object can be set up with a specific level of access to create, read, edit, and delete those records. This level of access will define the extent a user has to manipulate a field record.

Field Audit Trail lets you retain archived field history data up to 10 years from the time the data was archived.

Relations and Accounts

Relationships, Contacts and Accounts are key components of customer relationship management. Clearly, the details needed as well as the accessibility to said details can be used for assessing the quality of a CRM.



InvestGlass’s Calendar is a great way to keep track of all your clients’ meetings in one place. The Calendar automatically generates all your clients saved meetings into one generic calendar, so you don’t have to miss a beat. You can also add, edit, or delete events manually. InvestGlass also categorizes events by customizable colors, so you can easily keep track of what’s going on. And if you need a little privacy, InvestGlass also has a clients-only calendar. So check it out today!.


InvestGlass task automation can help you keep track of the required actions and, if chosen, get a reminder in your calendar. Tasks may be created around four focus objects: Account, Contact, Portfolio, and Security/Product. A task can be prioritized, connected to a pipeline, and assigned to any member of your team. This allows you to keep track of the required actions and, if chosen, get a reminder in your calendar. InvestGlass automates the tasks for you so that you can focus on other things. Additionally, InvestGlass offers templates for different types of tasks, which makes it easy to get started. InvestGlass is a great tool for anyone who wants to save time and be more organized.

Campaign and Email/SMS Marketing

InvestGlass email and campaign system enables you to connect your email credentials and send hyper-targeted message to your customers. Respect GDPR regulation via the audit trail system capturing customers consent and preferences. InvestGlass also provides detailed reports on your email campaign performance, including opens, clicks, unsubscribes, and more. With InvestGlass, you can be confident that your email campaigns are compliant with GDPR regulations. InvestGlass is the perfect tool for any business that wants to send targeted, personalised email campaigns to their customers. Thanks to the powerful InvestGlass platform, you can create sophisticated marketing campaigns that reach your customers where they are most active – their inbox. So why wait? Sign up for InvestGlass today and start sending hyper-personalised email campaigns that get results!

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