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InvestGlass

InvestGlass presents a comprehensive platform that combines CRM, portfolio management, and digital onboarding, facilitating efficient operations. While the plat...

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InvestGlass presents a comprehensive platform that combines CRM, portfolio management, and digital onboarding, facilitating efficient operations. While the plat...

Watch Demo Get Pricing
Overview Features Pros & Cons Reviews FAQs

Product Overview

InvestGlass presents a comprehensive platform that combines CRM, portfolio management, and digital onboarding, facilitating efficient operations. While the platform boasts powerful customization options that might need some initial assistance to fully leverage, its strong security and compliance capabilities deliver considerable advantages for financial services organizations aiming for data reliability.

Product Details

What Is InvestGlass?

InvestGlass is a comprehensive automation platform based in Switzerland, tailored for sales and compliance needs. It seamlessly combines customer relationship management (CRM), portfolio management systems (PMS), and digital onboarding solutions. This platform enables businesses operating within regulated sectors to boost their efficiency through no-code automation, AI-enhanced workflows, and adaptable processes. InvestGlass is particularly focused on data sovereignty, making it an excellent choice for organizations that prioritize security.

InvestGlass Pricing

The pricing for InvestGlass is structured into several plans, which include a 14-day free trial:

  • Starter: CHF 50/month

  • Standard: CHF 200/month

  • Enterprise: CHF 500/month

  • Unlimited: CHF 700/month

For a tailored pricing estimate specific to your business, feel free to request a personalized quote.

Note: Pricing may vary over time.

InvestGlass Integrations

The InvestGlass software is compatible with various platforms, including:

  • Avaloq

  • Temenos

  • Sumsub

  • Onfido

  • Saascada

To discover more about its integration capabilities, watch a complimentary demo of InvestGlass.

Who Is InvestGlass For?

This platform is well-suited for numerous industries such as:

  • Financial services

  • Real estate

  • Healthcare and life sciences

  • Automotive

  • Retail

Is InvestGlass Right For You?

InvestGlass is particularly advantageous for organizations that emphasize data sovereignty and security, especially those in tightly regulated fields like finance, media, and government. A key feature is the Swiss Sovereign Cloud, which guarantees compliance and geopolitical independence. Its scalability caters to clients ranging from small enterprises to large corporations. With its innovative approach to CRM and compliance, InvestGlass has become the preferred solution for many distinguished businesses, including Crédit Agricole Next Bank and Arab Bank Switzerland.

If you’re still uncertain about whether InvestGlass is the right choice for you, please reach out to our support team at info@softwareseekers.com for more assistance.

CRM Software Features

✘ security
✘ training
✘ dashboard
✘ invoicing
✘ reporting
✘ timeclock
✘ mobile app
✘ mobile crm
✘ purchasing
✘ online help
✘ ai analytics
✘ audit trails
✘ chatgpt said
✘ integrations
✘ lead routing
✘ sales orders
✘ client portal
✘ hr compliance
✘ insurance crm
✘ time tracking
✘ crm for retail
✘ healthcare crm
✘ mobile crm app
✘ sales pipeline
✘ sales tracking
✘ tax management
✘ budget tracking
✘ case management
✘ crm for coaches
✘ crm for outlook
✘ crm integration
✘ deployment type
✘ email marketing
✘ lead generation
✔ lead management
✘ market position
✔ task management
✘ accounts payable
✘ crm for facebook
✘ crm for startups
✘ customer support
✘ distribution crm
✘ donor management
✘ event management
✘ expense tracking
✘ fundraising tool
✘ grant management
✘ sales automation
✘ activity tracking
✘ budget management
✘ crm for b2b sales
✘ crm for education
✘ crm for marketing
✘ donation tracking
✘ email integration
✘ fundraising tools
✘ project templates
✘ sales forecasting
✘ vendor management
✘ activity dashboard
✔ contact management
✘ content management
✘ crm for healthcare
✘ crm for nonprofits
✘ financial tracking
✘ hotel crm software
✘ invoice management
✘ payment processing
✘ payroll processing
✘ project scheduling
✘ route optimization
✘ accounts receivable
✔ alertsnotifications
✘ analytics reporting
✘ automated workflows
✘ bank reconciliation
✘ campaign management
✘ collaboration tools
✘ contract management
✘ crm for consultants
✘ crm for contractors
✘ crm for field sales
✘ crm for freelancers
✘ crm for hospitality
✘ crm for real estate
✘ crm for restaurants
✘ crm for sales teams
✘ crm for wholesalers
✘ customer management
✘ document management
✘ employee management
✘ employee onboarding
✘ financial reporting
✘ marketing campaigns
✘ mobile crm software
✘ online crm software
✘ reporting analytics
✘ resource allocation
✔ workflow automation
✘ android crm software
✘ banking crm software
✘ crm for associations
✘ crm for distributors
✘ higher education crm
✘ inventory management
✘ it ticketing systems
✘ marketing automation
✘ merchandise transfer
✘ multichannel support
✘ performance tracking
✘ quotation management
✘ volunteer management
✘ warehouse management
✘ compliance management
✘ crm for loan officers
✘ customer segmentation
✘ membership management
✘ mortgage crm software
✘ multi channel support
✘ productivity tracking
✘ safety and compliance
✘ crm for digital agency
✘ crm for small business
✘ ecommerce crm software
✘ financial crm software
✘ guest intelligence crm
✘ multi currency support
✔ opportunity management
✘ performance management
✘ sales enablement tools
✔ analytics and reporting
✘ consulting crm software
✘ crm for media companies
✔ customer servicesupport
✔ customizable dashboards
✘ enterprise crm software
✘ recipe menu engineering
✘ registration management
✘ reporting and analytics
✘ sales pipeline tracking
✘ sales tracking software
✘ social media management
✘ alerts and notifications
✘ communication management
✘ crm for event management
✘ crm for insurance agents
✘ crm for marketing agency
✘ crm for mortgage brokers
✘ crm for rental companies
✘ customer service support
✘ deal pipeline management
✘ multi channel management
✘ omnichannel crm software
✘ social media integration
✘ task activity management
✘ training and development
✘ automated purchase orders
✘ budgeting and forecasting
✘ crm for equipment dealers
✘ crm for insurance brokers
✘ crm for service providers
✘ customer service software
✘ customizable hr workflows
✘ email integration implied
✘ mobile crm mobile crm app
✘ sales pipeline management
✘ ai integrated crm solution
✘ crm for content management
✘ crm for financial advisors
✘ crm for financial services
✘ crm for logistics industry
✘ crm for outside sales reps
✘ crm for project management
✘ crm for real estate agents
✘ customer support ticketing
✘ sales engagement platforms
✘ account management software
✘ channel management software
✘ contact management software
✘ crm for political campaigns
✘ crm for training management
✘ crm for workflow management
✘ email marketing integration
✘ sales acceleration software
✘ small business crm software
✘ auto dealership crm software
✘ crm for construction company
✘ customer engagement platform
✘ employee database management
✘ task and activity management
✘ task assignment and tracking
✘ time and attendance tracking
✘ crm for professional services
✘ customer feedback and surveys
✘ investorcustomer segmentation
✘ crm for manufacturing business
✘ crm for social media marketing
✘ crm for health insurance agents
✘ crm for real estate wholesalers
✔ customer communication tracking
✘ employee information management
✘ project planning and scheduling
✘ sales force automation software
✘ sales forecasting via analytics
✘ appointment managementscheduling
✘ crm for digital marketing agency
✘ crm for membership organizations
✘ delivery planning and scheduling
✘ integration with marketing tools
✘ integration with thirdparty apps
✘ mobile crm implied mobile access
✘ crm software for accounting firms
✘ email integration email marketing
✘ integration with third party apps
✘ cloud based crm for small business
✘ mobile crm analytics and reporting
✘ recruitment and applicant tracking
✘ task management alertsnotifications
✘ customer relationship management crm
✘ opportunity deal pipeline management
✘ workflow automationautomated workflows
✘ sales pipeline deal pipeline management
✘ workflow automation automated workflows
✘ social media integration via integration
✘ sales forecasting pipeline value tracking
✘ crm for offices and public administrations
✘ multi channel support email sms whatsapp chat
✘ analytics and reportingreporting and analytics
✘ analytics and reporting reporting and analytics
✘ casesupport ticketing customer support ticketing
✘ deal pipeline management sales pipeline tracking
✘ social media integration lead capture from social channels

Pros

  • ✔ No-code automation and workflow customization
  • ✔ Supports built-in compliance and field audit trials
  • ✔ All-in-one solution with CRM and PMS

Cons

  • ✘ Lacks a built-in calling feature
  • ✘ More focused on financial services

Price

Professional

Custom

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Ratings

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Frequently Asked Questions

Find answers to the most common queries about our software recommendation service.

InvestGlass integrates with Avaloq, Temenos, Sumsub, Onfido, and Saascada.

The InvestGlass price plans include Starter (CHF 50/month), Standard (CHF 200/month), Enterprise (CHF 500/month), and Unlimited (CHF 700/month) plans. Request a personalized InvestGlass pricing quote tailored to your business requirements.

Yes, InvestGlass provides a RESTful API.

InvestGlass provides support through email, phone, a community forum, and a help desk. Higher-tier Enterprise and Unlimited plans include dedicated support with an SLA.

Besides English as its primary language, InvestGlass also supports French, Spanish, German, Arabic, Italian, Chinese (Simplified), and Portuguese.

Although InvestGlass does not offer a dedicated mobile app, it complements a mobile app called “Kleber” for its users.

Typical users of InvestGlass features include businesses in financial services, media, real estate, retail, and other such industries.