Browse All Categories

• Get StartedWelcome to InvestGlass World! Let's automate your work together
• CRMThe Swiss client relationship manager
• Webforms and surveysCollect data and engage with fresh leads
• AutomationMake the machine work for you
• PMS & Investment ToolsFor Banks, Assset Managers and Brokers
• Reporting & PublisherBuild reports to show how well you grow your operations
• Client & Employee PortalShare news, contents and portfolio with clients and employees
• Marketing Cloud & EmailSell better, faster, always in time
• Design and layoutBuild you own design
• File managementStore PDF, images and files
• Admin CentreBuild for InvestGlass experts and administrators
• External APIFor experts - connect InvestGlass to third-party applications