InvestGlass
The All-in-One Client Management Platform for Financial Professionals.
Overview
InvestGlass is a comprehensive, AI-driven platform designed for asset managers, financial advisors, and private banks. It integrates client relationship management (CRM), portfolio management, and automated reporting into a single system. The platform uses AI to provide real-time insights, risk assessments, and personalized investment recommendations, aiming to enhance decision-making and operational efficiency.
✨ Key Features
- Integrated CRM
- Portfolio Management & Analysis
- AI-driven Insights & Recommendations
- Automated Reporting
- Client Onboarding & Lifecycle Management
- Compliance Tools
- Client Portal
🎯 Key Differentiators
- AI-powered algorithms for insights and recommendations.
- Tightly integrated CRM and portfolio management in one platform.
- Swiss-based, with a strong focus on data privacy and security.
- Flexible and customizable to fit different business needs.
Unique Value: Provides a single, intelligent platform that automates client management and portfolio analysis, enabling financial professionals to deliver more personalized and efficient service.
🎯 Use Cases (4)
✅ Best For
- Used by financial institutions to automate workflows and manage client relationships.
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Individual retail investors
- Firms looking for a simple portfolio tracker without CRM features
🏆 Alternatives
Unlike traditional CRMs or standalone portfolio management systems, InvestGlass integrates these functions with a layer of artificial intelligence, aiming to provide proactive insights rather than just reactive reporting.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Live Chat
- ✓ Phone Support
- ✓ Dedicated Support (Enterprise tier)
🔒 Compliance & Security
💰 Pricing
✓ 14-day free trial
Free tier: Free trial available with limited features.
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