InvestGlass is a 100% Swiss sovereign CRM and automation platform, designed to meet the needs of financial institutions, private banks, and regulated actors. Hosted on servers in Switzerland or on-premise, it ensures data protection and compliance with local and European regulations. InvestGlass centralises customer relationship management, digital distribution, regulatory tracking, and marketing automation, while safeguarding the digital sovereignty of organisations. Flexible and modular, it adapts to business processes while providing a secure ecosystem that frees companies from dependence on foreign solutions.
Rue de la Terrassière 14
1207 Geneva
Switzerland
Tel +41225182594
Mobile +41225182594
https://www.investglass.com
Products & Services
InvestGlass AI Software enabled Business show product detailhide product detail
- Description
- InvestGlass brings all industries, and of course banking and sales into the future with its powerful Artificial Intelligence recommendation system, seamlessly connected to the entire InvestGlass ecosystem. Far more than a simple CRM add-on, this AI acts as a smart co-pilot for sales teams, private bankers and relationship managers. It analyses client behaviour, portfolios, market data and compliance rules to deliver timely, relevant and personalised recommendations. From spotting cross-selling opportunities to suggesting ESG investments or rebalancing strategies, the system turns data into action. Integrated across digital onboarding, client portals and portfolio tools, it streamlines workflows and ensures every step remains compliant. The result? Stronger client engagement, faster decisions and a truly modern banking experience – all driven by InvestGlass AI.
- Technology
- Artificial Intelligence
- Hosting
- in Switzerland
Digital onboarding and KYC Product & Cloud Service show product detailhide product detail
- Description
- Built on Swiss sovereignty, InvestGlass Digital Onboarding & KYC tool gives you the perfect balance of trust, security, and efficiency. Designed for financial institutions and regulated industries, it connects seamlessly to multiple sources of truth – from ID providers to AML lists and internal CRMs – ensuring every step is accurate and compliant. With smart workflows, automated checks, and flexible integrations, you gain a truly client-centric onboarding experience. InvestGlass turns regulatory complexity into a smooth, digital journey – powered by Swiss reliability.
- Hosting
- in Switzerland
InvestGlass Swiss Portfolio Management System Product & Cloud Service show product detailhide product detail
- Description
- InvestGlass Swiss PMS transforms portfolio management by seamlessly connecting traditional banking transactions with the world of crypto. Securely hosted in Switzerland, it unifies multiple sources of truth – from custodians and market data to blockchain feeds – ensuring transparency, compliance, and trust. With automated rebalancing, real-time monitoring, and client-ready reporting, it’s the modern bridge between banks, asset managers, and digital assets.
- Hosting
- in Switzerland
