InvestGlass
AI sales assistant software
Client portal software
Digital banking platforms
Digital customer onboarding software
Financial services CRM software
Investment portfolio management software
Financial services software
- Features
- Ease of use
- Ease of management
- Quality of support
- Affordability
- Market presence
Take the quiz to check if InvestGlass and its alternatives fit your requirements.
CHF 50 per month
Free Trial
Free version unavailable
Small
Medium
Large
-
What is InvestGlass
InvestGlass is a financial services CRM platform designed for banks, wealth managers, and other regulated financial institutions to manage client relationships, sales pipelines, and advisory workflows. It combines CRM records with client onboarding, client portal capabilities, and portfolio-related views to support front-office and client servicing teams. The product positions itself as a configurable, compliance-oriented system with automation and AI-assisted features for relationship management and communications. It is typically used to centralize client data, document interactions, and standardize onboarding and servicing processes across teams.
Financial-services-specific workflows
InvestGlass focuses on relationship management patterns common in banking and wealth management, such as advisory servicing, client profiling, and onboarding steps. This can reduce the amount of customization required compared with general-purpose sales CRMs when used in regulated financial contexts. It also supports combining CRM activity tracking with client-facing portal interactions in a single environment.
Client portal and onboarding
The platform includes client portal functionality and digital onboarding components, which can help institutions provide secure document exchange and structured intake. Keeping onboarding tasks, forms, and client communications tied to the CRM record can improve traceability for internal reviews. This approach can be useful where teams want a single system for both relationship management and onboarding execution.
Configurable automation and AI
InvestGlass provides automation features to standardize follow-ups, task routing, and process steps across relationship teams. It also promotes AI-assisted capabilities to support sales and client servicing activities, such as helping users act on CRM data and communications. For organizations seeking a unified toolset, this can reduce reliance on separate point solutions for automation and assistant-like features.
Limited public technical detail
Publicly available documentation and independently verifiable technical specifics (for example, detailed API coverage, data model constraints, and integration patterns) can be harder to assess than for larger, broadly adopted CRMs. This may increase evaluation time for IT and security teams. Buyers may need deeper vendor-led discovery to confirm fit for complex integration requirements.
Ecosystem breadth may vary
Compared with large horizontal CRM platforms, the breadth of prebuilt integrations, marketplace add-ons, and third-party implementation partners may be smaller or more regionally concentrated. This can affect time-to-value when an organization depends on many external systems (marketing automation, data warehouses, telephony, identity providers). Some integrations may require custom work or professional services.
Portfolio management depth unclear
While InvestGlass is positioned to support portfolio-related workflows, the depth of native portfolio management (performance analytics, rebalancing, order management, and custodial connectivity) is not always clear from high-level product information. Firms with advanced investment operations may still need dedicated portfolio/accounting platforms. Validation typically requires a detailed demo and confirmation of supported custodians, data feeds, and reporting requirements.
Plan & Pricing
| Plan | Price | Key features & notes |
|---|---|---|
| Starter | CHF 50 per month | CRM Lead, File storage, Opportunity Management, Account, Task, Invoice, Calendar, Copilot AI. (Listed on official pricing page as "CHF 50 per month"). |
| Standard | CHF 200 per month | Digital onboarding, Campaign, Team Calendar, Workflow booking, Email integration, Territory management, Advanced pipeline, Copilot AI. |
| Enterprise | CHF 500 per month | Package forms, Digital signature, Webservice – API, Portfolio management system, Client Portal, Automation & workflows, Approval process, Robo-advisor / Mortgage forms, Access to SFTP, Copilot AI. Pay by invoice and dedicated support with SLA available. |
| Unlimited | CHF 700 per month | Hosting on-premise option; Copilot AI (secured on-premise); Travel request; Risk management reporting; Customisable projects; Core Banking Connect. Custom contract and pay-by-invoice available. |
Notes: Prices and feature lists are taken directly from InvestGlass's official pricing page. The pricing page shows the listed CHF amounts as "per month"; a FAQ entry on the same page states "The standard edition starts at CHF 50 per user per month." The site also provides billing/contract details: Starter/Standard do not support pay-by-invoice or custom contracts, while Enterprise/Unlimited do. The official "Get started free" page advertises a trial (see free trial details below).
Seller details
InvestGlass SA
Geneva, Switzerland
Private
https://www.investglass.com/
https://x.com/investglass
https://www.linkedin.com/company/investglass/
