InvestGlass

0(0 reviews)

Software Status:Active

About InvestGlass

InvestGlass is a financial services software from InvestGlass that supports wealth management and client relationship management. It provides tools for portfolio management, reporting, and client onboarding so financial advisors can efficiently manage their clients' investments. InvestGlass allows users to automate workflows, integrate with third-party applications, and generate customizable reports. The platform is designed to help financial professionals simplify their operations and improve client interactions. Key capabilities: portfolio management client onboarding reporting tools workflow automation third-party integration Best for: financial advisors that need a comprehensive solution for managing client portfolios and improving service delivery.

InvestGlass Details

Vendor

InvestGlass

Year Launched

2014

Location

5 rue de Alpes, Geneva, 1201, CH

Deployment

cloud

Training Options

documentation, videos, demo

Countries Served

All Countries

Languages

English, Chinese, Français, Deutsch, Español, Italiano

Users

Financial Advisors, Wealth Managers, Bank Relationship Managers, Insurance Agents, Investment Brokers, Portfolio Managers, Compliance Officers, Government Financial Analysts, Client Onboarding Specialists, Sales Representatives in Finance

Industries Served

Financial Services, Wealth Management, Retail Banking, Private Banking, Insurance, Investment Brokerage, Government (Financial Sector), Payments and Fintech, Regulatory and Compliance Institutions, Asset Management

InvestGlass's In-App Market Place

Does InvestGlass have an in-app market place?

Yes

How many Mini-Apps in the marketplace?

Mini Apps

N/A

Pricing Options

Free trial

Free version

Request a quote

Promo Offer

Accepted Payment Currencies

USD ($), EUR (€), GBP (£), CHF (CHF), JPY (¥), AUD (A$), CAD (C$), HKD (HK$), SGD (S$), NZD (NZ$), SEK (kr), NOK (kr), DKK (kr), ZAR (R), CNY (¥), INR (₹), RUB (₽)

Pros & Cons

Swiss-Based Data Hosting: Ensures security and confidentiality with Swiss-hosted data or on-premise options.
AI-Driven Automation: Automates workflows, lead scoring, and follow-ups to boost sales efficiency.
Flexible Customization: No coding required; users can customize tabs, records, fields, and layouts.
Robust Compliance Features: Includes audit trails, approval processes, and GDPR-compliant email campaigns.
Industry-Specific Templates: Offers specialized solutions for financial services, banks, insurance, and governments.
Comprehensive CRM Tools: Features sales pipelines, portfolio management, marketing automation, and digital onboarding.

Industry Focused: While powerful for financial organizations, it may not cater to broader industries.
Learning Curve: Advanced automation tools might require initial training.
Data Hosting Restrictions: While Swiss hosting is secure, businesses needing diverse international data centers might face limitations.