InvestGlass Reviews, Pricing, Features & Alternatives in 2026
InvestGlass is an all-in-one wealth management platform providing automated CRM, portfolio management, and client onboarding tools to help financial institutions and investment professionals streamline their daily operations.
InvestGlass provides a unified workspace designed specifically for the financial services industry. You can manage your entire client lifecycle from a single interface, combining a powerful CRM with automated onboarding and portfolio monitoring tools. The platform helps you eliminate fragmented data by centralizing client interactions, investment preferences, and regulatory compliance documents in one secure location.
You can automate repetitive tasks like KYC updates, digital signature requests, and portfolio rebalancing alerts. Whether you are an independent asset manager or part of a large retail bank, the software adapts to your specific regulatory environment. It allows you to deliver personalized investment advice at scale while maintaining strict adherence to MiFID II and LSFin standards through built-in compliance engines.
Screenshots & Interface
Dashboard View
Main dashboard with project overview
Kanban Board
Kanban-style task management
Timeline View
Gantt chart timeline view
Automations
Workflow automation builder
Key Features
Stop jumping between disconnected spreadsheets and legacy systems. InvestGlass brings your entire investment office into one digital hub so you can focus on building client relationships instead of manual data entry.
Digital Onboarding
Onboard new clients faster with customizable digital forms, automated KYC checks, and integrated electronic signature tools.
Portfolio Management
Monitor your assets in real-time with automated position tracking, performance reporting, and risk analysis across multiple accounts.
Compliance Engine
Automate your regulatory checks for MiFID II and local standards to ensure every investment recommendation remains fully compliant.
Client Portal
Give your clients secure access to their portfolios, performance reports, and document vaults through a branded web interface.
Marketing Automation
Send personalized investment proposals and newsletters to specific client segments based on their unique risk profiles and interests.
Order Management
Execute trades and manage orders directly through the platform with connectivity to various brokers and execution platforms.
Integrations
Outlook
Gmail
LinkedIn
Skrill
Twilio
Zapier
ChatGPT
DocuSign
Sygnum
Interactive Brokers
Pricing Plans
InvestGlass offers flexible pricing tiers tailored to your firm's specific needs and regulatory requirements. You can start with a free trial to explore the core CRM features before committing to a paid plan. Pricing typically scales based on the number of users and the complexity of your portfolio management needs.
After analyzing feedback from wealth managers and financial advisors, here is what you can expect when implementing InvestGlass into your workflow:
Pros
Highly customizable interface adapts to specific financial workflows
Strong focus on European and Swiss regulatory compliance
Consolidates multiple tools into one single login
Excellent automation for client onboarding and KYC
Cons
Initial setup requires significant time for data migration
Learning curve for advanced portfolio rebalancing features
Public pricing is not readily available for budgeting
Who Should Use InvestGlass?
Perfect for wealth managers, family offices, and private banks who need a Swiss-hosted, compliant solution to automate client management and portfolios.
Best for Company Sizes
small-business
mid-market
enterprise
Popular Industries
finance
legal
real-estate
Our Verdict
InvestGlass is a top-tier choice if you are looking for a CRM that understands the complexities of financial regulations. It excels at bridging the gap between simple contact management and complex portfolio monitoring, making it ideal for firms that want to scale without adding administrative headcount.
While the platform has a steeper learning curve than generic CRMs, the industry-specific automations provide significant long-term value. Highly recommended for investment professionals who prioritize data sovereignty and need a robust, all-in-one digital office.
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