InvestGlass

InvestGlass is a Swiss-made, all-in-one digital platform designed for financial institutions and businesses that require portfolio management, CRM, marketing, automation, and client onboarding tools. Tailored primarily for banks, brokers, and neobanks, it enables real-time finance tracking, risk monitoring, compliance management, automated advisory, and ESG screening, with the flexibility of on-premise or sovereign cloud deployment. The solution streamlines workflows from onboarding to portfolio analysis, supporting various industries including corporate banking, insurance, and real estate.