InvestGlass

the Swiss Cloud built for Sustainable Automation and Growth

About

InvestGlass is the best CRM platform in Switzerland.

Accounting

Benchmarking

Bonds/Stocks

Compliance Tracking

Customer Management

Email Management

Funds Management

Modeling & Simulation

Portfolio Rebalancing

Quoting

Reporting & Analytics

Risk Management

Sales Pipeline Management

Segmentation

Task Management

Territory Management

Workflow Management

Use our smart search engine to find the perfect tool for your needs.