{"best_for":["Private banks","Asset managers","Family offices","Insurance companies","Government entities","Financial firms"],"citation":{"dataset":"aitoolsforbusiness-agent-tool-export","directory_tool_url":"https://aitoolsforbusiness.ai/investglass-crm-pms","json_profile_url":"https://aitoolsforbusiness.ai/data/tools/investglass-crm-pms.json","markdown_profile_url":"https://aitoolsforbusiness.ai/data/markdown/tools-md-026.json","schema_version":"1.4.0","suggested_citation_label":"AI Tools for Business: investglass crm  pms (https://aitoolsforbusiness.ai/investglass-crm-pms)"},"features":["Digital Onboarding: Supports digital client intake with sign-up forms and digital versions of legal documents.","Portfolio Management System: Provides tools to manage broker accounts and track portfolio performance.","Client and Employee Portal: A branded secure area for portfolio views in real time, messaging, and document sharing.","Swiss Data Hosting: Hosts data in ISO data centers within Switzerland to support GDPR and FINMA compliance.","AI Copilot: Provides AI-driven automation and advisory recommendations via the AI Bank tool.","No-Code Workflow Builder: Allows users to configure processes and automations using visual tools."],"freshness_status":"fresh","name":"investglass crm  pms","pricing_note":"Pricing ranges from CHF 50 to CHF 700 per month, with tiers including Starter, Standard, Enterprise, and Unlimited. A 14-day free trial is available.","pricing_url":"https://www.investglass.com/investglass-pricing/","primary_category":"Sales","profile_last_verified":"2026-06-04T03:39:41.006Z","secondary_categories":[],"short_description":"InvestGlass is a Swiss-hosted CRM platform that combines digital onboarding, portfolio management, and marketing automation.","slug":"investglass-crm-pms","sponsorship_status":"none","url":"https://aitoolsforbusiness.ai/investglass-crm-pms","use_cases":["Digital Client Onboarding: Transitioning from paper-based intake to digital sign-up forms and compliance workflows.","Wealth and Asset Management: Tracking client portfolios, managing risk metrics, and generating quarterly reports.","Regulatory Compliance: Maintaining audit trails and generating reports for FINMA and MiFID II requirements.","Donor and Relationship Management: Supporting nonprofit organizations in tracking funding progress and donor relationships."],"website_url":"https://www.investglass.com/"}