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.
Pricing
Price Starts At:
$52.46 per month
Free Trial Offered?:
Yes
Integrations
Offers API?:
Yes, InvestGlass provides an API
No integrations listed.
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Screenshots and Video
Company Facts
Company Name:
InvestGlass
Company Location:
Switzerland
Company Website:
www.investglass.com
Product Details
Deployment
SaaS
Training Options
Documentation Hub
Online Training
Webinars
Video Library
Support
Web-Based Support
Product Details
Target Company Sizes
Individual
1-10
11-50
51-200
201-500
501-1000
1001-5000
5001-10000
10001+
Target Organization Types
Mid Size Business
Small Business
Enterprise
Freelance
Nonprofit
Government
Startup
Supported Languages
English
InvestGlass Categories and Features
Investment Management Software
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
Financial CRM Software
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management
CRM Software
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