Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • Dynamo Software Reviews & Ratings
    68 Ratings
    Company Website
  • RunMyJobs by Redwood Reviews & Ratings
    425 Ratings
    Company Website
  • Sharesight Reviews & Ratings
    546 Ratings
    Company Website
  • ESET PROTECT Advanced Reviews & Ratings
    2,305 Ratings
    Company Website
  • Sage Intacct Reviews & Ratings
    8,335 Ratings
    Company Website
  • Shape Software Reviews & Ratings
    134 Ratings
    Company Website
  • QUODD Reviews & Ratings
    1 Rating
    Company Website
  • Act! Reviews & Ratings
    40 Ratings
    Company Website
  • JAMS Reviews & Ratings
    265 Ratings
    Company Website
  • ActiveBatch Workload Automation Reviews & Ratings
    371 Ratings
    Company Website

What is InvestGlass?

Elevate your business development by prioritizing your client relationships. Stay ahead of the competition with a dynamic Swiss cloud platform built for flexibility and responsiveness. InvestGlass, originally crafted for the banking industry, rigorously follows TLS and OWASP security standards to ensure a secure user experience. Our open API facilitates seamless integration for developers, utilizing a cloud-native architecture that permits universal deployment across various cloud service providers. By embracing agile practices, InvestGlass consistently introduces new features, adapting to your evolving needs. Our dedicated support team offers personalized assistance in multiple languages, including French, English, Spanish, and German, ensuring effective communication. Furthermore, we provide a wealth of self-directed learning resources that allow you to develop new skills from anywhere. Our intuitive tools make it easier than ever to create online forms, empowering users to access functionalities directly through their web browsers. Whether you represent a small startup or a large corporation, InvestGlass is meticulously designed to accompany you on your growth journey in an ever-evolving digital world, ensuring that you stay relevant and competitive. In this fast-paced environment, our commitment to innovation and user satisfaction remains unwavering.

What is GlassJar?

GlassJar is a modern accounting platform built to streamline financial management and make accounting simpler and faster. With fewer steps and a more intuitive interface, GlassJar reduces the complexity of managing finances, enabling users to focus on growing their business. The platform offers a wide range of tools including bill management, real-time expense tracking, budget planning, and customizable reports. GlassJar supports bank integration, automatic syncing, and customizable sales tax configurations, providing a seamless and easy-to-use solution for businesses seeking to simplify their accounting processes and improve financial oversight.

Media

Media

Integrations Supported

QuickBooks Accountants
QuickBooks Desktop Premier
QuickBooks Desktop Pro
QuickBooks Enterprise
QuickBooks GoPayment
QuickBooks Live Bookkeeping

Integrations Supported

QuickBooks Accountants
QuickBooks Desktop Premier
QuickBooks Desktop Pro
QuickBooks Enterprise
QuickBooks GoPayment
QuickBooks Live Bookkeeping

API Availability

Has API

API Availability

Has API

Pricing Information

$52.46 per month
Free Trial Offered?
Free Version

Pricing Information

$29.50/month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

InvestGlass

Company Location

Switzerland

Company Website

www.investglass.com

Company Facts

Organization Name

GlassJar

Date Founded

2025

Company Location

United States

Company Website

www.glassjar.io

Categories and Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Financial CRM

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Categories and Features

Accounting

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management

Popular Alternatives

Allvue Reviews & Ratings

Allvue

Allvue Systems

Popular Alternatives

Brisk Accounts Reviews & Ratings

Brisk Accounts

Brisk Cloudware Inc.
Info-Tech Accounting Reviews & Ratings

Info-Tech Accounting

Info-Tech Systems Ltd
Smart Glazier Reviews & Ratings

Smart Glazier

Smart Glazier Software