wealth management platform(s) > providers from switzerland

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.

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.

e-AMIS is the complete asset management and information system for mapping the entire investment process in portfolio management. Family offices, banks, asset managers and other financial service providers appreciate the comprehensive range of functions and the intuitive operation of the software. With its flexible architecture and innovative technology, e-AMIS enables the efficient management of investments. Portfolio managers and investment advisors use e-AMIS to increase the quality of advice and to ensure optimal customer care.

There is a consensus that innovation is positive and essential for survival in the rapidly changing and highly competitive financial industry.

However, budget and capacity constraints lead to insufficient innovation.

Although these two factors are always limited, innovation can be strengthened by increasing efficiency and decoupling innovation from scarce resources.

Instead of focusing on one selected innovation, it makes more sense to implement several innovations with the same resource capacity and test their market success.

By using IAP, your teams can innovate faster and more efficiently, putting you one step ahead of the competition!

Whether Open banking or Open wealth, we offer a solution: our best-in-class data processing software processes your transactions at lightning speed, up to 98% automated and with the highest quality.

The REST API driven access to your booked financial transaction positions (portfolios, positions) also allows you to submit the data directly to our PMS or to any third-party front-end system of your choice (financial accounting, treasury, tax tool or others).

Our state-of-the-art portfolio management tool. A highly flexible data model that simultaneously fulfills your regulatory requirements.

The modular structure allows a customized design of the tool and thus a maximum optimization of your processes: Investment Reporting, Compliance Monitoring, CRM and more. The advantages:

- Ready-to-use-portfolio management

- Market-compliant CRM

- Unlimited connections