[Home](https://www.selecthub.com/) \> [CRM](https://www.selecthub.com/category/customer-relationship-management/) \> [Financial Services CRM Software](https://www.selecthub.com/c/financial-services-crm-software/) \> InvestGlass Categories: * [Financial Services CRM Software](https://www.selecthub.com/c/financial-services-crm-software/) * [CRM Software](https://www.selecthub.com/c/crm-software/) * [...](#) ## What Is InvestGlass? **Industry Specialties:** Wealth Management, Asset Management, Private Banking, Retail Banking, Corporate Banking, Neobanking, Family Offices, Broker-Dealers, Insurance, Real Estate, Lending, Fintech. InvestGlass is a financial CRM and client-relationship platform built for teams that need a tidy, auditable way to manage prospects, client records, meetings, portfolio or product conversations, and follow-ups in one place. It typically covers contact and pipeline tracking, task reminders, email/calendar logging, notes and document storage, and workflow-style automation so nothing slips between “call back next week” and “client signed.” Many firms use it to standardize onboarding and reviews, attach KYC/AML-related documents to profiles, and keep a clear history of who said what and when. It’s most suited to small and mid-sized financial services teams—think independent advisors, wealth managers, private banks, family offices, and insurance or credit brokers—because it combines sales-style tracking with the recordkeeping discipline finance expects. A standout benefit is how it leans into regulated workflows and structured client files rather than feeling like a generic sales tool. Pricing varies by plan and user count, and public, consistent figures aren’t always available; it’s usually sold as a subscription, commonly per user per month. PRICE $ $ $ $ $ COMPANY SIZE S M L DEPLOYMENT PLATFORM [ Try Before You Buy. Request a Free Demo Today! Request Demo It's completely free! ](https://pmo.selecthub.com/get-product-demo/?category=Financial+Services+CRM+Software&product%5Fname=InvestGlass&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fp%2Ffinancial-services-crm-software%2Finvestglass%2F&product%5Flogo=https%3A%2F%2Fcdn.selecthub.com%2Fproducts%2F9c121513cf1e1f6de37b405531a60891-eacf331f0ffc35d4b482f1d15a887d3b%2Fresources%2Fnormal%2Flogo.png%3F1693324134) ![Screenshots]()![Screenshots]() Product Screenshots and Videos ## #13 InvestGlass is ranked #13 in the Financial Services CRM Software product directory based on the latest available data collected by SelectHub. Compare the leaders with our In-Depth Report. [ Get the Report Now](https://pmo.selecthub.com/request-custom-scorecard?category%5Fslug=financial-services-crm-software&product%5Fslug=investglass&slug=investglass&product%5Fname=InvestGlass&category=Financial+Services+CRM+Software&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fp%2Ffinancial-services-crm-software%2Finvestglass%2F) ## InvestGlass Pricing Based on our most recent analysis, InvestGlass pricing starts at $63 (Monthly). [Get Price Quote](https://pmo.selecthub.com/get-product-pricing/?category=Financial+Services+CRM+Software&product%5Fname=InvestGlass&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fp%2Ffinancial-services-crm-software%2Finvestglass%2F&product%5Flogo=https%3A%2F%2Fcdn.selecthub.com%2Fproducts%2F9c121513cf1e1f6de37b405531a60891-eacf331f0ffc35d4b482f1d15a887d3b%2Fresources%2Fnormal%2Flogo.png%3F1693324134&price=2) Price $ $ $ $ $ i Starting From $63 Pricing Model Monthly Free Trial 14 Days ([Request for Free](https://pmo.selecthub.com/free-trial/?product%5Fname=InvestGlass&category=Financial+Services+CRM+Software&product%5Flogo=https://cdn.selecthub.com/products/9c121513cf1e1f6de37b405531a60891-eacf331f0ffc35d4b482f1d15a887d3b/resources/normal/logo.png?1693324134)) ## Training Resources InvestGlass is supported with the following types of training: Documentation In Person Live Online Videos Webinars ## Support The following support services are available for InvestGlass: Email Phone Chat FAQ Forum Help Desk Knowledge Base Tickets Training 24/7 Live Support ## InvestGlass Benefits and Insights Why use InvestGlass? ### Key differentiators & advantages of InvestGlass * **Faster Client Onboarding:** Digital forms and e-signatures cut back-and-forth emails, so opening an account moves from days to hours by collecting ID, proof of address, and risk profile in one link. * **Lower Compliance Workload:** Centralized KYC records, document expiry reminders, and approval trails reduce manual tracking and help teams stay exam-ready without spreadsheets. * **Easier Regulatory Alignment:** Swiss hosting and optional on-premise deployment support data-residency requirements common in Switzerland and the EU, simplifying conversations with auditors and counterparties. * **Audit-Ready Documentation:** Every change, approval, and client interaction is logged, which shortens the time needed to respond to audits and internal reviews. * **More Productive Advisors:** Automated follow-ups and prebuilt templates free hours each week; for example, meeting notes can trigger tasks and suitability summaries without retyping client details. * **Personalized Client Engagement:** Segmentation enables targeted updates—such as sending fixed-income briefings to conservative mandates—improving relevance and response rates. * **Smoother Team Handoffs:** A unified pipeline with compliance notes means operations, advisors, and compliance see the same context, reducing dropped tasks during transfers. * **Better Client Experience:** A white-label portal lets clients upload documents, review proposals, and complete onboarding in one place, cutting email clutter and speeding approvals. * **Quicker Document Production:** Suitability and disclosure outputs can be generated from client answers, helping produce MiFID II/FinSA-aligned summaries without copy-paste errors. * **Reduced Tool Sprawl:** Consolidating CRM, onboarding, workflows, and a client portal decreases subscription overlap and IT maintenance, freeing budget for advisory work. * **Fewer Communication Risks:** Using stored domicile, mandate, and preferences to guide outreach lowers the chance of sending materials to clients who shouldn’t receive them. * **Faster Product Launches:** Reusable forms and workflows shorten the timeline to roll out a new fund subscription or note, since disclosures and approvals follow an established path. ### Industry Expertise InvestGlass brings deep Swiss financial-services expertise, especially in wealth management, private banking, asset management, lending, and insurance distribution, with strong alignment to FINMA, MiFID II, and GDPR and emphasis on data residency. It’s best suited for regulated institutions and advisors—private banks, wealth managers, family offices, broker-dealers, fintechs/neobanks, lenders, and insurance intermediaries—seeking a compliance-first, Swiss-hosted solution tailored to financial industry needs. ### Synopsis of User Ratings and Reviews Based on an aggregate of InvestGlass reviews taken from the sources above, the following pros & cons have been curated by a SelectHub Market Analyst. #### Pros * **All-in-one client record:** Users often like having contacts, KYC notes, meeting history, and pipeline stages in one place, reducing “spreadsheet plus email” back-and-forth common in advisory teams. * **Configurable workflows & forms:** Reviewers frequently point to customizable onboarding and compliance flows—e.g., tailoring data-capture fields and step-by-step tasks to match an internal investment process. * **Client portal options:** Some users highlight portal capabilities for sharing documents and updates, which fits the recurring need to centralize statements, proposals, and client communications. * **Automation for follow-ups:** Feedback commonly mentions automation to trigger reminders and emails after meetings or stage changes, helping advisors stay consistent on check-ins and renewal cycles. * **Document generation & e-sign readiness:** Users often value built-in document templates and signing workflows, useful for producing engagement letters or onboarding packs without reformatting each time. * **Practical reporting & dashboards:** Reviewers cite dashboards that track pipeline, tasks, and client status so managers can spot stalled cases quickly—like a “radar screen” for advisory operations. #### Cons * **UI takes getting used to:** Users report that key actions (e.g., locating a client record, switching between pipeline and client details) can feel less intuitive than “big-name” CRMs, so onboarding new advisers may take longer. * **Workflow setup overhead:** Reviews mention that tailoring forms, stages, and automations can be time-consuming; if you want a very specific advisory process (KYC → suitability → mandate), expect configuration work rather than plug-and-play defaults. * **Integrations can be uneven:** Some users note gaps or extra effort when connecting to common finance tools (calendars, email, document flows), which can lead to manual steps where teams expect seamless sync. * **Reporting depth may feel limited:** Feedback points to dashboards that don’t always answer “manager questions” out of the box (pipeline hygiene, activity quality, cohort performance), requiring custom reports or exports. * **Performance hiccups at scale:** A recurring theme in user comments is occasional slowness when working with larger datasets or heavily customized views, which can interrupt day-to-day client servicing. #### Researcher's Summary: Is InvestGlass the pane you want in your financial CRM window? Over the past year, user reviews skew positive, especially among regulated firms that need compliant onboarding and day-to-day client management without a tangle of add-ons. The standout strength is guided digital onboarding: KYC/AML forms, suitability questionnaires, and a white-label client portal with e-signature integrations create a clean audit trail. Example: a boutique wealth firm reported shrinking onboarding from several days to same-day by moving data collection and signatures into the portal, eliminating email back-and-forth. Compared with Salesforce Financial Services Cloud or Microsoft Dynamics 365, reviewers say InvestGlass demands less configuration to get finance-specific workflows live. Versus HubSpot or Pipedrive, it wins on built-in compliance artifacts (risk scoring, document checklists) and Swiss data residency—critical for GDPR/FINMA expectations and procurement hurdles. Weak spots do come up. Integration breadth is narrower; teams sometimes rely on API work, Zapier, or CSV for custodians and niche fintech tools. Custom reporting is serviceable but not as flexible as enterprise BI, so some export to Excel/Power BI for board packs. The mobile app is basic, and the UI, while improving, feels dated in places. Support is praised as responsive, but primarily EU hours. What truly differentiates InvestGlass—Swiss hosting, a white-label client portal clients actually use, and packaged KYC/suitability workflows—matters because it reduces regulatory risk while speeding revenue capture. Net-net, it’s best for wealth managers, private banks, family offices, and fintech lenders (especially in Europe/MEA) that want an all-in-one Financial CRM plus onboarding with strong data-residency assurances and fast time-to-value. It’s less ideal for global enterprises that require a vast app marketplace or deep, out-of-the-box integrations with US custodians and legacy cores. ## Key Features Notable InvestGlass features include: * **Swiss Hosting & Deployment Options:** Choice of Swiss cloud or on-premise installation with data residency controls. * **Digital Onboarding Forms:** No-code, conditional forms with ID document capture and automated field validation. * **KYC/AML Profiles:** Risk scoring, review schedules, document checklists, and a complete audit trail per client. * **Pipeline & Deal Management:** Customizable stages, Kanban views, and probability tracking for prospects and opportunities. * **Workflow Automation:** Rule-based task routing, approvals, reminders, and SLA timers without custom code. * **Document Generation:** Template-driven PDF/Docx creation with merge fields for mandates, proposals, and reports. * **E-Signature:** Built-in electronic signature with timestamping and support for qualified signature providers. * **Client Portal:** White-label portal for secure messaging, two-way file sharing, and report delivery. * **Portfolio Data & Reporting:** Positions, transactions, and performance consolidation via custodian and market-data integrations. * **Suitability & Mandate Controls:** Risk questionnaires, investment objectives capture, and pre-trade mandate checks. * **Email & Calendar Sync:** IMAP/Office 365/Gmail integration with threaded timelines for calls, meetings, and notes. * **Marketing Campaigns:** Email templates, sequences, segmentation, and unsubscribe management for compliant outreach. * **Data Model Customization:** Custom fields, page layouts, record types, and conditional visibility by user role. * **Role-Based Access:** Field-level permissions, data masking, and team-based sharing rules. * **API & Integrations:** REST API, webhooks, and connectors for core banking, PMS, KYC, and payments. * **Audit Logging:** Immutable change history with user, timestamp, and before/after values. * **Multilingual & Multi-Currency:** Interface and records supporting multiple languages, currencies, and FX display. * **Compliance Dashboards:** Real-time views for KYC expiries, review queues, breaches, and pending approvals. ![Banner of Pricing guide for InvestGlass]() ## Pricing & Cost Details See the Price/User for the top financial services CRM software… plus the most important considerations and questions to ask when shopping. See Pricing Details ## Compare Financial Services CRM Software These are the top products most often compared. Generating Scorecard... Compare You can choose 5 products to compare [ Salesforce Financial Services Cloud ](https://www.selecthub.com/p/financial-services-crm-software/salesforce-financial-services-cloud/) [ DealCloud ](https://www.selecthub.com/p/financial-services-crm-software/dealcloud/) [ Creatio ](https://www.selecthub.com/p/crm-software/creatio/) [ Pipeliner CRM ](https://www.selecthub.com/p/crm-software/pipeliner/) [ Wealthbox ](https://www.selecthub.com/p/financial-services-crm-software/wealthbox/) [ CRMnext ](https://www.selecthub.com/p/financial-services-crm-software/crmnext/) [ monday CRM ](https://www.selecthub.com/p/crm-software/monday-crm/) [ Redtail CRM ](https://www.selecthub.com/p/financial-services-crm-software/redtail-crm/) [ BackStop CRM ](https://www.selecthub.com/p/financial-services-crm-software/backstop-crm/) [ NetSuite CRM ](https://www.selecthub.com/p/crm-software/netsuite-crm/) Generating Scorecard... Compare ## Pricing for Financial Services CRM Software ![Banner of Pricing guide for Financial Services CRM Software]() ## Similar Products Here are the most similar products to InvestGlass. [ AdvisorEngine CRM ](https://www.selecthub.com/p/financial-services-crm-software/advisorengine-crm/) [ Centrex Software ](https://www.selecthub.com/p/financial-services-crm-software/centrex-software/) [ BluRoot ](https://www.selecthub.com/p/financial-services-crm-software/bluroot/) [ SS&C Tier1 ](https://www.selecthub.com/p/financial-services-crm-software/ss-c-tier1/) [ CRMnext ](https://www.selecthub.com/p/financial-services-crm-software/crmnext/) [ Wealthbox ](https://www.selecthub.com/p/financial-services-crm-software/wealthbox/) [ Redtail CRM ](https://www.selecthub.com/p/financial-services-crm-software/redtail-crm/) [ BackStop CRM ](https://www.selecthub.com/p/financial-services-crm-software/backstop-crm/) [ Salesforce Financial Services Cloud ](https://www.selecthub.com/p/financial-services-crm-software/salesforce-financial-services-cloud/) [ 4Degrees ](https://www.selecthub.com/p/financial-services-crm-software/4degrees/) ```json { "@context": "https://schema.org", "@type": "BreadcrumbList", "itemListElement": [ { "@type": "ListItem", "position": 1, "name": "Home", "item": "https://www.selecthub.com/" }, { "@type": "ListItem", "position": 2, "name": "CRM", "item": "https://www.selecthub.com/category/customer-relationship-management/" }, { "@type": "ListItem", "position": 3, "name": "Financial Services CRM Software", "item": "https://www.selecthub.com/c/financial-services-crm-software/" }, { "@type": "ListItem", "position": 4, "name": "InvestGlass" } ] } { "@context": "http://schema.org", "@type": "SoftwareApplication", "name": "InvestGlass", "description": " InvestGlass is a financial CRM and client-relationship platform built for teams that need a tidy, auditable way to manage prospects, client records, meetings, portfolio or product conversations, and follow-ups in one place. 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