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InvestGlass is a Swiss based CRM, PMS, Client Portal, Digital onboarding tools platform. Discover the Swiss CRM platform that gives you the freedom to create, design, manage and develop your digital presence exactly the way you want.

Address :
2 rue de jargonnant, 1207 Genève, Switzerland

Products

Digital Onboarding
CRM
Automation
Portfolio Management System
Payments and Trading
Client Portal
Appexchange

Solutions

Asset Management
Brokerage
Financial Services
Healthcare & Life Sciences
Legal Professions
Media & Entertainment
Non-profit
Private Banking
Private Equity
Public Sector
Real Estate
Retail Banking

Resources

Webinars
Video Walkthrough
Connect to Appexchange
Get Started with InvestGlass CRM
Media Kit
Pricing
Compare
Blog
List of Neobanks
Partnership Program

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