InvestGlass

InvestGlass is an automated intelligent financial information platform enabling wealth managers and professional investors to navigate through clients’ investments, compliance, and investment convictions.

Mr. Gaillard Alexandre | CEO

Chemin du Pré Fleuri 3
1228 Plan les Ouates
Switzerland

contact@investglass.com
http://www.investglass.com

Products

InvestGlass Product & Cloud Service show product detailhide product detail

Price:
849.-CHF/m
Version:
v1.0
Description:
Why InvestGlass?
Satisfy your investors. Trust is the most valuable part of your business.

What is InvestGlass?
InvestGlass is an automated intelligent financial information platform enabling wealth managers and professional investors to navigate through clients’ investments, compliance, and investment convictions.
Technology:
On top of your PMS and CRM
Categories:
Sales Management
Link:
http://www.investglass.com