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
Document Storage
Email Marketing
Internal Chat Integration
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Task Management
Territory Management
Call Logging
Lead Scoring
Social Media Integration
Financial CRM
Lead Management
Territory Management
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Marketing Management
Relationship Tracking
Team Assignments
Investment Management
Data Import / Export
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management
