Setup Email

InvestGlass connects and sends from your own email server using SMTP (IMAP SOON). By connecting your email account with InvestGlass, you can send emails within the app and InvestGlass (SOON) auto-log any email that appears in your Sent folder.

Go to My Account > Company > Communication

There input your email server credentials.

Setup SMS

InvestGlass is working with SMSUP based in Switzerland. If you wish to send SMS from InvestGlass. We kindly invite you to buy a SMS package on their website. Generate an API key then paste it into InvestGlass Communication tool.

Go to My Account > Company > Communication