InvestGlass

InvestGlass is an integrated CRM and portfolio management platform designed for financial institutions, banks, advisors, and asset managers. It provides digital onboarding, portfolio analytics, CRM, marketing automation, client portals, and AI-driven automation for compliance, KYC, advisory, and investment management workflows. Its Swiss-made solution supports real-time investment tracking, risk monitoring, suitability checks, and ESG screening, and can be deployed on-premise or in the cloud for maximum security and flexibility.