InvestGlass

star star star star star 0.0 (0 reviews) | CRM Software · Account Management Software

Transform your financial services with InvestGlass, an integrated platform for CRM and portfolio management that ensures security and compliance.

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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

cancel Security

cancel Training

cancel Dashboard

cancel Invoicing

cancel Reporting

cancel Timeclock

cancel Mobile App

cancel Mobile CRM

cancel Purchasing

cancel Online Help

cancel AI Analytics

cancel Audit Trails

cancel ChatGPT said:

cancel Integrations

cancel Lead Routing

cancel Sales Orders

cancel Client Portal

cancel HR Compliance

cancel Insurance CRM

cancel Time Tracking

cancel CRM for Retail

cancel Healthcare CRM

cancel Mobile CRM App

cancel Sales Pipeline

cancel Sales Tracking

cancel Tax Management

cancel Budget Tracking

cancel Case Management

cancel CRM for Coaches

cancel CRM for Outlook

cancel CRM Integration

cancel Deployment Type

cancel Email Marketing

cancel Lead Generation

check_circle Lead Management

cancel Market Position

check_circle Task Management

cancel Accounts Payable

cancel CRM for Facebook

cancel CRM for Startups

cancel Customer Support

cancel Distribution CRM

cancel Donor Management

cancel Event Management

cancel Expense Tracking

cancel Fundraising Tool

cancel Grant Management

cancel Sales Automation

cancel Activity Tracking

cancel Budget Management

cancel CRM for B2B Sales

cancel CRM for Education

cancel CRM for Marketing

cancel Donation Tracking

cancel Email Integration

cancel Fundraising Tools

cancel Project Templates

cancel Sales Forecasting

cancel Vendor Management

cancel Activity Dashboard

check_circle Contact Management

cancel Content Management

cancel CRM for Healthcare

cancel CRM for Nonprofits

cancel Financial Tracking

cancel Hotel CRM Software

cancel Invoice Management

cancel Payment Processing

cancel Payroll Processing

cancel Project Scheduling

cancel Route Optimization

cancel Accounts Receivable

check_circle Alerts/Notifications

cancel Analytics & Reporting

cancel Automated Workflows

cancel Bank Reconciliation

cancel Campaign Management

cancel Collaboration Tools

cancel Contract Management

cancel CRM for Consultants

cancel CRM for Contractors

cancel CRM for Field Sales

cancel CRM for Freelancers

cancel CRM for Hospitality

cancel CRM for Real Estate

cancel CRM for Restaurants

cancel CRM for Sales Teams

cancel CRM for Wholesalers

cancel Customer Management

cancel Document Management

cancel Employee Management

cancel Employee Onboarding

cancel Financial Reporting

cancel Marketing Campaigns

cancel Mobile CRM Software

cancel Online CRM Software

cancel Reporting & Analytics

cancel Resource Allocation

check_circle Workflow Automation

cancel Android CRM Software

cancel Banking CRM Software

cancel CRM for Associations

cancel CRM for Distributors

cancel Higher Education CRM

cancel Inventory Management

cancel IT Ticketing Systems

cancel Marketing Automation

cancel Merchandise Transfer

cancel Multi‑Channel Support

cancel Performance Tracking

cancel Quotation Management

cancel Volunteer Management

cancel Warehouse Management

cancel Compliance Management

cancel CRM for Loan Officers

cancel Customer Segmentation

cancel Membership Management

cancel Mortgage CRM Software

cancel Multi-Channel Support

cancel Productivity Tracking

cancel Safety and Compliance

cancel CRM for Digital Agency

cancel CRM for Small Business

cancel Ecommerce CRM Software

cancel Financial CRM Software

cancel Guest Intelligence CRM

cancel Multi-Currency Support

check_circle Opportunity Management

cancel Performance Management

cancel Sales Enablement Tools

check_circle Analytics And Reporting

cancel Consulting CRM Software

cancel CRM for Media Companies

check_circle Customer Service/Support

check_circle Customizable Dashboards

cancel Enterprise CRM Software

cancel Recipe & Menu Engineering

cancel Registration Management

cancel Reporting and Analytics

cancel Sales Pipeline Tracking

cancel Sales Tracking Software

cancel Social Media Management

cancel Alerts and Notifications

cancel Communication management

cancel CRM for Event Management

cancel CRM for Insurance Agents

cancel CRM for Marketing Agency

cancel CRM for Mortgage Brokers

cancel CRM for Rental Companies

cancel Customer Service & Support

cancel Deal Pipeline Management

cancel Multi-channel management

cancel Omnichannel CRM Software

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cancel Task & Activity Management

cancel Training and Development

cancel Automated Purchase Orders

cancel Budgeting and Forecasting

cancel CRM for Equipment Dealers

cancel CRM for Insurance Brokers

cancel CRM for Service Providers

cancel Customer Service Software

cancel Customizable HR Workflows

cancel Email Integration (implied)

cancel Mobile CRM / Mobile CRM App

cancel Sales Pipeline Management

cancel AI-Integrated CRM Solution

cancel CRM for Content Management

cancel CRM for Financial Advisors

cancel CRM for Financial Services

cancel CRM for Logistics Industry

cancel CRM for Outside Sales Reps

cancel CRM for Project Management

cancel CRM for Real Estate Agents

cancel Customer Support Ticketing

cancel Sales Engagement Platforms

cancel Account Management Software

cancel Channel Management Software

cancel Contact Management Software

cancel CRM for Political Campaigns

cancel CRM for Training Management

cancel CRM for Workflow Management

cancel Email Marketing Integration

cancel Sales Acceleration Software

cancel Small Business CRM Software

cancel Auto Dealership CRM Software

cancel CRM for Construction Company

cancel Customer Engagement Platform

cancel Employee Database Management

cancel Task and Activity Management

cancel Task Assignment and Tracking

cancel Time and Attendance Tracking

cancel CRM for Professional Services

cancel Customer Feedback and Surveys

cancel Investor/Customer Segmentation

cancel CRM for Manufacturing Business

cancel CRM for Social Media Marketing

cancel CRM for Health Insurance Agents

cancel CRM for Real Estate Wholesalers

check_circle Customer Communication Tracking

cancel Employee Information Management

cancel Project Planning and Scheduling

cancel Sales Force Automation Software

cancel Sales Forecasting (via analytics)

cancel Appointment Management/Scheduling

cancel CRM for Digital Marketing Agency

cancel CRM for Membership Organizations

cancel Delivery Planning And Scheduling

cancel Integration With Marketing Tools

cancel Integration with Third‑Party Apps

cancel Mobile CRM (implied mobile access)

cancel CRM Software for Accounting Firms

cancel Email Integration / Email Marketing

cancel Integration with Third-Party Apps

cancel Cloud Based CRM for Small Business

cancel Mobile CRM Analytics And Reporting

cancel Recruitment and Applicant Tracking

cancel Task Management Alerts/Notifications

cancel Customer Relationship Management (CRM)

cancel Opportunity & Deal Pipeline Management

cancel Workflow Automation/Automated Workflows

cancel Sales Pipeline / Deal Pipeline Management

cancel Workflow Automation / Automated Workflows

cancel Social Media Integration (via integration)

cancel Sales Forecasting (pipeline value tracking)

cancel CRM for Offices and Public Administrations

cancel Multi-Channel Support (Email, SMS, WhatsApp, Chat)

cancel Analytics and Reporting/Reporting and Analytics

cancel Analytics and Reporting / Reporting and Analytics

cancel Case/Support Ticketing (Customer Support Ticketing)

cancel Deal Pipeline Management / Sales Pipeline Tracking

cancel Social Media Integration (lead capture from social channels)

Pros & Cons

Pros

checkNo-code automation and workflow customization

checkSupports built-in compliance and field audit trials

checkAll-in-one solution with CRM and PMS

Cons

closeLacks a built-in calling feature

closeMore focused on financial services

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Frequently Asked Questions

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.

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