Getting Started with InvestGlass
  • 28 Apr 2022
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Getting Started with InvestGlass

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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:


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