InvestGlass

InvestGlass is a Swiss sovereign platform designed to streamline various processes for professionals in the financial industry. According to the vendor, it offers a suite of tools for client management, investment strategies, digital onboarding, compliance monitoring, and more. This unique Client Relationship Management (CRM) system is said to be suitable for companies of all sizes, from small businesses to large enterprises. Financial advisors, wealth managers, private banks, asset managers, insurance companies, and government institutions are among the professionals and industries that can potentially benefit from InvestGlass's features and functionalities.

Key Features

Digital Forms Builder: According to the vendor, the platform provides an easy-to-use digital forms builder for transforming digital onboarding operations and improving customer satisfaction. No programming is needed, and all data is securely hosted in Switzerland.

CRM Solutions: The vendor claims that InvestGlass's comprehensive CRM solutions allow users to monitor relationships and oversee the sales funnel. Users can record client communications, obtain a deep understanding of each customer, and access key business metrics through insightful reports and interactive dashboards.

Portfolio Management Tools: The vendor states that InvestGlass's portfolio management tools can streamline portfolio management processes. Users can monitor and analyze investment performance, generate reports and visualizations for better decision-making, and automate routine tasks and workflows.

Automation: According to the vendor, InvestGlass offers automation features to boost response rates and improve efficiency. Users can automate outreach and follow-ups, leverage sequences, approval processes, and automated reminders, and integrate with other systems for seamless data flow.

Marketing Tools: InvestGlass provides marketing tools for creating and managing marketing campaigns, according to the vendor. Users can track campaign performance, measure ROI, personalize marketing messages and content, and automate lead generation and nurturing processes.

Client & Employee Portal: The vendor claims that InvestGlass offers a secure and personalized portal for clients and employees. Users can access relevant information, documents, and reports, enable self-service capabilities for clients, and collaborate and communicate effectively within the portal.