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The Swiss Sovereign CRM built for Growth.

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InvestGlass Overview

InvestGlass is a robust financial software designed to empower professionals in the investment industry. This versatile tool streamlines client relationship management and investment analysis, offering a comprehensive solution for financial advisors. With its intuitive interface, you can effortlessly track and manage client interactions, ensuring personalized and timely communication. InvestGlass also provides powerful analytics features, helping you make data-driven investment decisions by analyzing market trends and portfolio performance. Moreover, its advanced compliance features ensure you stay in line with regulatory requirements, safeguarding your business reputation. Whether you're a seasoned financial advisor or just starting out, InvestGlass can simplify your workflow to enhance productivity and client satisfaction.

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InvestGlass Screenshot & Video

Contact Details

  • Vendor Name InvestGlass
  • Founded 2014
  • Location Switzerland
  • Employees 101-500

Support

  • 24x7 Support 24x7 Support
  • Email Email
  • Phone Phone
  • Chat Chat
  • Knowledge Base Knowledge Base

Training

  • In-person In-person
  • Webinar Webinar
  • Documentation Documentation

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based
  • Linux Linux

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business
  • Large-Enterprise-Business Large-Enterprise-Business

Languages Supported

English

Industries

Banking, Financial Services, Government Administration, Hospital & Health Care, Manufacturing, Non-profit Organization Management, Retail

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InvestGlass Features

  • Arrow Icon Accounting
  • Arrow Icon Alerts/Notifications
  • Arrow Icon Financial Analysis
  • Arrow Icon Visual Analytics
  • Arrow Icon For Investors & Traders
  • Arrow Icon For Investment Advisors
  • Arrow Icon Risk Management
  • Arrow Icon Modeling & Simulation
  • Arrow Icon Portfolio Management
  • Arrow Icon Performance Metrics
  • Arrow Icon Compliance Tracking
  • Arrow Icon Bonds/Stocks
  • Arrow Icon Mobile Access
  • Arrow Icon Commodity Futures
  • Arrow Icon Portfolio Rebalancing
  • Arrow Icon Fund Management
  • Arrow Icon Client Portal
  • Arrow Icon Benchmarking
  • Arrow Icon Client Management
  • Arrow Icon Referral Tracking
  • Arrow Icon Mobile Access
  • Arrow Icon Lead Qualification
  • Arrow Icon Contact Database
  • Arrow Icon Sales Pipeline Management
  • Arrow Icon Territory Management
  • Arrow Icon Quotes/Estimates
  • Arrow Icon Customizable Fields
  • Arrow Icon Calendar/Reminder System
  • Arrow Icon Marketing Automation
  • Arrow Icon Task Management
  • Arrow Icon Interaction Tracking
  • Arrow Icon Social Media Integration
  • Arrow Icon Pipeline Management
  • Arrow Icon Lead Capture
  • Arrow Icon Forecasting
  • Arrow Icon Contact Management
  • Arrow Icon Email Management
  • Arrow Icon Lead Generation
  • Arrow Icon Workflow Management
  • Arrow Icon Activity Dashboard
  • Arrow Icon Internal Chat Integration
  • Arrow Icon Segmentation
  • Arrow Icon Alerts/Notifications
  • Arrow Icon Document Storage
  • Arrow Icon Lead Management
  • Arrow Icon Reporting/Analytics
  • Arrow Icon Data Import/Export
  • Arrow Icon AI/Machine Learning

InvestGlass Pricing

Pricing Type

  • Pricing Type Flat Rate

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • Free Trial Available

Free Version

  • NA

Payment Frequency

  • Annual Subscription Annual Subscription
  • Monthly Payment Monthly Payment
Pricing Page   Trial Page   Demo Page  

Plans & Packages

Starter

$50 Per Month

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InvestGlass FAQs

InvestGlass is a robust financial software designed to empower professionals in the investment industry. This versatile tool streamlines client relationship management and investment analysis, offering a comprehensive solution for financial advisors. With its intuitive interface, you can effortlessly track and manage client interactions, ensuring personalized and timely communication. InvestGlass also provides powerful analytics features, helping you make data-driven investment decisions by analyzing market trends and portfolio performance. Moreover, its advanced compliance features ensure you stay in line with regulatory requirements, safeguarding your business reputation. Whether you're a seasoned financial advisor or just starting out, InvestGlass can simplify your workflow to enhance productivity and client satisfaction.

  • No, InvestGlass does not offer a free version.

  • Yes, InvestGlass offers a free trial.

  • No, Credit Card details are not required for the InvestGlass trial.

  • InvestGlass offers the following pricing plans & packages:

    Starter

    $50 Per Month

  • InvestGlass supports the following payment frequencies:

    • Annual Subscription , Monthly Payment

  • No, InvestGlass does not offer an API.

  • InvestGlass offers support with the following options:
    • 24x7 Support , Email , Phone , Chat , Knowledge Base

  • InvestGlass offers training with the following options:
    • In-person , Webinar , Documentation

  • InvestGlass supports the following languages:
    • English

  • Following are the typical users of the InvestGlass:
    • Self-Employed , Small-Business , Midsize-Business , Large-Enterprise-Business

  • InvestGlass supports the following deployment:
    • Cloud Hosted

  • InvestGlass supports the following devices and operating systems:
    • Web-Based , Linux