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 is a CRM platform that brings a distinctive Swiss precision to the world of financial services, positioning itself as an advanced, AI-powered solution tailored specifically for banks, wealth managers, insurance firms, and other regulated entities. Developed by InvestGlass SA and based in Switzerland, this CRM platform places a strong emphasis on data sovereignty, automation, and compliance—all essential pillars for financial institutions looking to digitize their operations while maintaining control over sensitive customer information. What sets InvestGlass apart from more generalized CRMs is its deliberate focus on industry-specific challenges, offering features that cater directly to the nuanced workflows of financial professionals, such as digital onboarding, wealth management modules, and complex approval hierarchies. This targeted approach ensures that the software isn’t just a tool for tracking leads, but a comprehensive system that supports the entire customer lifecycle, from acquisition to portfolio management. The user interface of InvestGlass appears to strike a balance between flexibility and ease of use. While the software is robust and packed with features, it’s designed to require no coding, relying instead on point-and-click and drag-and-drop interactions.
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.
Features
Key features
- Swiss Data Hosting & Sovereignty (On-Premise Option)
- InvestGlass distinguishes itself by offering data hosting in Switzerland or on the client's own premises, ensuring extreme confidentiality and compliance with stringent Swiss data regulations. This provides a unique level of data sovereignty and security, particularly appealing to industries with strict privacy requirements.
- Sales AI & Automation for Accelerated Deals
- The platform integrates Sales AI and powerful automation tools to streamline the entire customer journey, from lead scoring and automated follow-ups to complex workflow automation. This empowers sales teams to focus on high-value activities, significantly boosting efficiency and closing deals faster.
- Fully Flexible CRM (No-Code Customization)
- InvestGlass offers extensive customization capabilities without requiring any coding, allowing users to tailor tabs, records, fields, and layouts to perfectly match their specific business needs. This flexibility ensures the CRM adapts to the organization, rather than the other way around.
- Robust Multi-Level Approval Process
- The software incorporates a sophisticated approval process that often requires dual manager or group approval for critical tasks, ensuring quality work and early problem detection. This feature is crucial for maintaining high standards and regulatory compliance within an organization.
- Comprehensive Record Permission & Audit Trails (10-Year History)
- InvestGlass provides granular data access control through object permissions, defining user capabilities (create, read, edit, delete) to ensure industry regulation compliance. It also maintains a Field Audit Trail, archiving field history for up to 10 years, offering unparalleled accountability and historical data tracking.
- Wealth Management Tools for Financial Organizations
- Specifically designed to provide comprehensive wealth management tools, InvestGlass allows financial organizations to confidently increase revenues while adhering to strict confidentiality. This vertical-specific focus makes it a powerful solution for financial institutions.
Additional features
- Sales AI
- Utilizes artificial intelligence to enhance sales processes and efficiency.
- Automated Workflows
- Automates repetitive tasks and streamlines processes across the customer journey.
- Swiss Data Hosting
- All data is hosted in Switzerland, providing high security and privacy standards.
- On-Premise Deployment Option
- Allows clients to host their data on their own premises for ultimate control.
- Comprehensive Wealth Management Tools
- Provides specific functionalities tailored for financial organizations managing wealth.
- Mobile Access (Single App)
- Allows teams to access all essential tools via a single mobile application, enabling on-the-go work.
- Regular Feature Releases
- Continuously updates the software with new functionalities.
- Global Community of Experts
- Offers access to a network of experts for support and best practices.
- Free On-Demand Training
- Provides training resources that users can access anytime.
- Sales Automation Tool
- Automates various sales tasks to maximize productivity.
- Lead Scoring
- Ranks leads based on their likelihood to convert.
- Automated Follow-ups
- Automatically sends follow-up communications to leads or clients.
- Pipelines
- Visual tools to track sales progress from start to finish, aiding forecasting and planning.
- Fully Flexible CRM
- Customizable without coding, allowing modification of tabs, records, fields, and layouts.
- Reports
- Generates various reports for tracking business performance.
- Dashboards
- Provides visual summaries and key metrics for informed decision-making.
- Automation
- Streamlines CRM management, including approvals, emails, events, and notifications.
- Complex Templates (Banks/Insurance)
- Offers specialized templates for financial and insurance industries.
- Approval Process
- A robust system requiring multi-level (e.g., dual manager/group) approval for quality control.
- Record Permission
- Controls data access by defining user capabilities (create, read, edit, delete) on records.
- Object Permissions
- Granular control over user interactions with different data objects.
- Field Audit Trail
- Maintains an archived history of changes to specific fields for up to 10 years.
- Calendar
- Organizes client meetings, prevents omissions, allows event modification, and color-coded categorization.
- Clients-Only Calendar Feature
- Ensures privacy for client-related entries on the calendar.
- Task Management
- Simplifies managing individual and team tasks.
- Assignments
- Facilitates assigning responsibilities across accounts, contacts, and portfolios.
- Calendar Reminders
- Provides automated reminders for scheduled tasks and meetings.
- Ready-to-Use Templates (Tasks)
- Offers pre-designed templates to enhance productivity in task management.
- Sales Campaign
- Facilitates GDPR-compliant, hyper-targeted email campaigns.
- Audit Trails (Sales Campaign)
- Tracks the history and activities within sales campaigns for accountability.
- Detailed Reports (Sales Campaign)
- Provides analytics on campaign performance.
- Personalization Features (Sales Campaign)
- Allows for customized content in email campaigns.
- Portfolio Management
- Tools for managing client investment portfolios.
- Marketing Automation
- Automates marketing efforts to engage customers.
- Digital Onboarding
- Streamlines the process of bringing new clients onto the platform.
- Digital Portal
- Provides a client-facing or internal portal for digital interactions.
Pricing
Countries & Languages
Interface languages
Billing currencies
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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
InvestGlass's In-App Market Place
Does InvestGlass have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
1
Mini Apps
N/A
Pricing Options
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.
InvestGlass's Support Options
InvestGlass's Alternatives
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