Getting Started with InvestGlass

Welcome!

In this guide, we touch on some of the most important features in your InvestGlass account that you can explore in your free 14-day trial, or when you are getting started with InvestGlass. You need administrator rights to set up your InvestGlass account.

What is InvestGlass

InvestGlass is an all-in-one CRM solution which includes:

• Digital onboarding
• Portfolio management
• Order Management
• Automation/Approval Process
• Open banking API
• Digital signature and partners
• Investment rebalancing
• Sales Pipeline and reporting
• Client Portal
• Campaign monitoring
• KYC Remediation

The helpdesk follows this list of features.

Insights

3 resources are available in order to dive into InvestGlass and learn how to use the tool:

• Youtube channel
• Video Walkthrough
• The helpdesk