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Frequently Read Articles

  • MIFID and LSFIN
  • Linking Contact to Company
  • Import contacts
  • Import Transactions and Positions
  • Signatys - Digital Signature
  • API

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

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