InvestGlass

InvestGlass is an integrated wealth advisor platform.

InvestGlass empowers wealth advisors to serve their customers smarter and faster than any robots. Their customizable platform helps you to deliver the right message at the right time to the right investor. Save time, money and offer a truly individualized experience to your customers. InvestGlass SA is a Swiss incorporated company based in Plan les Ouates, Geneva. Their developers are based in Geneva, their entire platform is designed locally and is hosted in Swiss bank level security servers. Founded in 2014, InvestGlass is a Swiss-based, white-labeled, client and prospect management platform for bankers, wealth managers and advisors. The platform is designed to facilitate more efficient prospecting and onboarding of new clients, as well as the management relationships with existing clients. Components include a content management system, CRM, and client portal.