Audience
Financial companies searching for a solution to create, design, manage and develop their digital presence
About InvestGlass
Focus on your customer, grow your business. Stay ahead of your customers with a single, agile Swiss cloud platform. As InvestGlass is originally built for the banking domain, TLS and OWASP security recommendations and practices are carefully monitored. An open API is a publicly available application programming interface that provides developers with programmatic access to InvestGlass. We are cloud-native and we have a universal deployment model. InvestGlass is not locked to any specific cloud provider. InvestGlass is built with agile principles. We add features as soon as they are ready. New features are released regularly. Our team is here to provide you with personalized and outstanding service in French, English, Spanish, and German. We also offer a range of self-learning tools. Learn new skills from anywhere, all content to help you grow. We’ve made creating online forms easier than ever before by giving our users access to powerful tools they can use from their own web browser.
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Pricing
Starting Price:
$52.46 per month
Free Trial:
Free Trial available.
Integrations
API:
Yes, InvestGlass offers API access
No integrations listed.
Company Information
InvestGlass
Switzerland
www.investglass.com
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Product Details
Platforms Supported
Cloud
Training
Documentation
Live Online
Webinars
Videos
Support
Online
InvestGlass Frequently Asked Questions
InvestGlass Product Features
CRM
Calendar/Reminder System
Supported
Document Storage
Supported
Email Marketing
Supported
Internal Chat Integration
Supported
Marketing Automation Integration
Supported
Mobile Access
Supported
Quotes / Proposals
Supported
Segmentation
Supported
Task Management
Supported
Territory Management
Supported
Call Logging
Not Supported
Lead Scoring
Not Supported
Social Media Integration
Not Supported
Financial CRM
Lead Management
Supported
Territory Management
Supported
Account Alerts
Not Supported
Asset Management
Not Supported
Expense Tracking
Not Supported
Household Tracking
Not Supported
Influence Tracking
Not Supported
Marketing Management
Not Supported
Relationship Tracking
Not Supported
Team Assignments
Not Supported
Investment Management
Data Import / Export
Supported
Accounting Management
Not Supported
Benchmarking
Not Supported
Bonds / Stocks
Not Supported
Client Management
Not Supported
Commodities
Not Supported
Compliance Reporting
Not Supported
For Investment Advisors
Not Supported
For Investors & Traders
Not Supported
Fund Management
Not Supported
Modeling & Simulation
Not Supported
Payroll & Commissions
Not Supported
Performance Metrics
Not Supported
Portfolio Management
Not Supported
Risk Management
Not Supported
