AI TOOL PROFILE
InvestGlass: Swiss CRM and Portfolio Management
- Sales
- CRM
- Private banks
- Asset managers
- Family offices
- Insurance companies
- Government entities
- Financial firms
Pricing
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.
At a glance
- Best for
- Private banks, Asset managers, Family offices, Insurance companies, Government entities
- Key use cases
- Digital Client Onboarding, Wealth and Asset Management, Regulatory Compliance, Donor and Relationship Management
- Integrations
- Bloomberg, Refinitiv, DocuSign, Sumsub, AirCall
- Official website
- Visit investglass crm pms official website
How AI is used
InvestGlass is a cloud-based platform that integrates CRM, portfolio management, and digital onboarding. It is designed for organizations that require data to be hosted exclusively in Switzerland to support regulatory standards such as GDPR, FINMA, and MiFID II.
The software is intended for financial professionals, including asset managers, private banks, family offices, and insurance companies, as well as public sector entities. It uses no-code tools to help teams configure workflows without programming knowledge.
Beyond client management, the platform includes tools for marketing automation and a secure client portal for document sharing and portfolio views. Buyers should confirm if the specific industry compliance modules meet their regional regulatory requirements.
Key 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.
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.
Integrations
- Bloomberg
- Refinitiv
- DocuSign
- Sumsub
- AirCall
- OpenSanctions
- Northdata
- Temenos
- Fireblocks
- OpenAI
FAQ
Where is InvestGlass data hosted?
- All data is hosted exclusively within Switzerland in ISO data centers, which helps with GDPR, FINMA, and MiFID II compliance.
Do I need coding skills to use the platform?
- No, the platform is designed for use without programming knowledge via no-code workflow builders and drag-and-drop interfaces.
What are the pricing options for InvestGlass?
- Pricing tiers range from CHF 50/month for the Starter plan to CHF 700/month for the Unlimited plan, depending on the required modules.
How long does it take to get the system running?
- The vendor states that most institutions are fully operational within 2 to 4 weeks.
Source category: Sales
Source subcategory: CRM
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