寻找
the Best Alternative
to Addepar and Qplix?
One sovereign platform for onboarding, CRM, portfolio management, compliance, and marketing. No hidden fees. No vendor lock-in. Swiss-hosted.
InvestGlass Is Trusted by Professionals Around the World
整合
InvestGlass took the time to truly understand our business needs and priorities. From the start, their pre-sales and ongoing support stood out: they didn’t just sell a product; they partnered with us.
自动化
InvestGlass gave us everything we needed to grow: without ever losing that personal touch our clients love. Their team’s support has been key to keeping our operations strong and authentic.
Innovate
We onboarded our InvestGlass AI Customer Agent like we would any new employee: and it’s now more precise and consistent than ever. When human input is needed, our team steps in seamlessly.
一体化平台
Every module shares data, workflows, and compliance context across your entire operation.
Onboard Clients in Minutes, Not Weeks
Neither Addepar nor Qplix offer built-in digital onboarding. With InvestGlass, you get end-to-end KYC/AML automation, digital signatures, suitability questionnaires, and a white-label client portal: all from day one. No third-party onboarding tool required.
- Automated KYC/AML screening with OpenSanction
- Sigital signatures and document collectio
- Suitability and appropriateness assessment
- Configurable approval workflows
您的数据留在瑞士
Addepar is US-hosted, subject to the CLOUD Act and US jurisdiction. Qplix is German-hosted, which satisfies EU requirements but not Swiss federal data protection standards. InvestGlass is the only wealth management platform offering true Swiss sovereignty with optional on-premise deployment.
- Swiss federal data protection (nFADP) compliant
- FINMA, MiFID II, and GDPR aligned
- On-premise deployment available
- Quarterly penetration testing
- Open Ecosystem
