InvestGlass Review: Overview, Features, Pricing & Alternatives in 2025

Manual onboarding hurts your compliance and sales teams.

If you’re researching InvestGlass, you’re likely tired of slow, error-prone onboarding and disconnected tools sucking up your team’s time.

But here’s what really stings: sluggish client onboarding actually blocks growth and drags down your compliance, costing you deals every single day.

That’s why I’ve spent hours digging into InvestGlass—because their Swiss-built solution promises automated digital onboarding, flexible CRM, and real-time compliance, all tailored for financial firms with strict data needs.

In this review, I’ll cover how your team can onboard clients faster and safer while tackling messy compliance or fragmented workflows.

You’ll find out, in this InvestGlass review, how their all-in-one platform delivers on digital onboarding, portfolio management, pricing structure, and how it really compares with other CRM and Regtech tools you might be evaluating.

You’ll walk away knowing the features you need to simplify compliance and actually speed up your sales cycle.

Let’s get started.

InvestGlass Overview

Based in Geneva, Switzerland, InvestGlass has been around since 2014. Their core mission is providing an AI-driven platform that automates the complex sales and compliance processes within the financial services industry.

They specifically target private banks, family offices, and independent asset managers who feel underserved by generic software. I think their key differentiator is being a Swiss-based alternative to US platforms, emphasizing strict data sovereignty.

Their recent growth has been impressive, onboarding over 100 new customers since 2020. Through this InvestGlass review, you’ll see how this momentum is driven by practical product innovation that solves real problems.

Unlike competitors like Salesforce that can be overwhelming, InvestGlass feels more focused. They provide an integrated suite for financial services, connecting digital onboarding, CRM, and portfolio management in one unified platform for your team.

You’ll find they work with a diverse range of financial institutions, from boutique asset managers to larger banks across Europe, Asia, and the Middle East seeking modern tools.

I find their current strategy smartly centers on AI automation and a flexible no-code engine. This directly addresses your need for greater efficiency and tighter compliance without unpredictable pricing schemes.

Now let’s examine their core capabilities.

InvestGlass Features

Always struggling with disconnected financial software?

InvestGlass features provide an integrated solution suite for sales and compliance automation, specifically designed for financial institutions. Here are the five main InvestGlass features that solve critical business problems.

1. Digital Onboarding

Is onboarding new clients a compliance nightmare?

Manual processes for client onboarding can introduce errors and slow down client activation. This often leads to frustrating delays and compliance risks.

Digital Onboarding streamlines this with automated digital forms and AI-driven risk differentiation for personalized integration. From my testing, the flat-fee pricing model for onboarding truly stands out, meaning your costs don’t balloon with growth. This feature automates data extraction and integrates with Regtech partners for seamless ID verification.

This means you can onboard new clients efficiently and compliantly, turning a pain point into a competitive advantage.

2. Flexible CRM

Tired of a CRM that doesn’t fit your unique needs?

Generic CRM systems often lack the specific functionality required for financial services. This can hinder effective client relationship management and lead to missed opportunities.

The Flexible CRM lets you organize and optimize customer interactions with features like lead, opportunity, and account management. What I found impressive is its ability to be hosted on Swiss servers or even on your own premises for enhanced data security. This feature provides automated workflows and email notifications, all tailored to financial operations.

So you can get a secure, adaptable CRM that truly supports your client engagement strategy and optimizes your sales funnel.

3. Portfolio Management System (PMS)

Struggling with fragmented investment data?

Gaining a real-time, comprehensive view of client portfolios can be challenging with disparate systems. This often leads to delayed insights and less informed investment decisions.

The Portfolio Management System provides real-time insights into customer data, streamlining investment and banking operations. This is where InvestGlass shines, offering capabilities like portfolio stress testing and ESG screening. It integrates with trading solutions and automates investment tasks, providing a holistic financial overview for banks and family firms.

This means you can have a powerful tool for informed decision-making, ensuring your investment strategies are both robust and compliant.

4. Automation & Approval Process

Are manual approvals slowing down your operations?

Complex operational workflows, especially in finance, are often bogged down by manual approval processes. This can significantly reduce efficiency and increase operational costs.

InvestGlass incorporates a no-code, rule-based engine for automation, approval processes, and Robotic Process Automation. Here’s what I found: it automates complex operational workflows like client onboarding and KYC remediation, drastically cutting down manual effort. For instance, it can automatically route new mortgage applications, making processes much smoother.

This helps you reduce operational costs and free up your team to focus on higher-value tasks, enhancing overall productivity.

5. AI Copilot

Wish your CRM could offer smarter, actionable insights?

Manually sifting through vast amounts of data for personalized customer service can be incredibly time-consuming. This limits your ability to offer truly tailored financial advice and services.

InvestGlass features an AI Copilot designed to revolutionize CRM and portfolio management for the finance sector. From my evaluation, this AI tool enhances personalized customer service by providing actionable intelligence and automated reporting. While powerful, be aware that understanding intricate financial terminology can sometimes present a challenge.

The result is you gain intelligent support for proactive client engagement, allowing your team to deliver exceptional and personalized financial guidance.

These InvestGlass features work together to create a cohesive, automated financial management ecosystem that simplifies operations and improves compliance.

InvestGlass Pricing

InvestGlass’s pricing is clear and tiered?

InvestGlass pricing offers transparent, per-seat tiers with a free trial, making it straightforward to understand costs for their AI-driven financial platform.

Plan	Price & Features
Starter	CHF 50.00 per seat per month • CRM Lead, File storage • Opportunity, Account, Task, Invoice • Calendar, Copilot AI, Customer support
Standard	CHF 200.00 per seat per month • All Starter features • Digital onboarding, Team Calendar • Meeting booking, Email integration • Territory management, Advanced pipeline
Enterprise	CHF 500.00 per seat per month • All Standard features • Package forms, Signature, Webservice – API • Portfolio management system, Client Portal • Automation & workflows Approval process • Robo-advisor/Mortgage forms

1. Value Assessment

Great pricing transparency here.

From my cost analysis, the per-seat pricing makes budgeting easy for your team, avoiding the hidden costs often seen with custom enterprise solutions. Their tiered approach lets you scale features with your growing business, ensuring you only pay for the advanced capabilities you truly need, like portfolio management.

This means your monthly costs stay predictable as you grow, with clear upgrade paths when you need more functionality.

2. Trial/Demo Options

Smart evaluation approach available.

InvestGlass offers a 14-day free trial, giving you a hands-on opportunity to explore their CRM, onboarding, and Copilot AI features before committing. What I found valuable is how this trial lets you test core functionalities and evaluate their “Swiss Sovereign” cloud solution firsthand, ensuring it meets your security needs.

This lets you validate ROI and user adoption before spending money, reducing the risk of expensive software mistakes.

3. Plan Comparison

Choosing the right tier matters.

The Starter plan is great for small teams needing core CRM, but the Standard tier offers significant value with digital onboarding and advanced pipeline features. What stands out is how the Enterprise tier adds robust portfolio management and automation, essential for financial professionals with complex needs.

This tiered approach helps you match pricing to actual usage requirements rather than overpaying for unused capabilities.

My Take: InvestGlass’s pricing strategy focuses on transparent, scalable tiers, making it ideal for financial institutions seeking predictable costs for powerful CRM and portfolio management.

The overall InvestGlass pricing reflects transparent value without hidden surprises for financial services.

InvestGlass Reviews

What do actual customers really think?

This section dives into InvestGlass reviews, analyzing real user feedback to provide you with balanced insights into customer experiences and overall sentiment.

1. Overall User Satisfaction

Most users feel very satisfied.

From my review analysis, InvestGlass generally garners positive feedback, especially for its comprehensive features and ability to streamline processes. What I found in user feedback is that customer support often mitigates initial setup challenges, contributing significantly to positive sentiment among financial institutions.

This suggests you can expect good support when getting started with the platform.

2. Common Praise Points

Users love the tailored support.

Customers consistently praise InvestGlass’s dedicated support for customization, which helps overcome complex implementation hurdles. Review-wise, the comprehensive training modules and knowledge base are frequently cited as key aids, allowing users to leverage the platform effectively without extensive external help.

This means you’ll find resources and support to make the software work for your specific needs.

3. Frequent Complaints

Customization can be tricky.

While support is available, some InvestGlass reviews highlight challenges in deep customization without direct assistance. What stands out in user feedback is that integrating with legacy systems often presents hurdles, particularly concerning data quality and seamless migration processes.

These issues are generally solvable with vendor support, not typically deal-breakers for adoption.

Overall, InvestGlass reviews suggest a strong, capable platform with specific, manageable challenges during advanced customization.

Best InvestGlass Alternatives

Navigating your options for specialized financial software?

The best InvestGlass alternatives include several robust solutions each catering to different business sizes, budgets, and specific financial service needs.

1. Salesforce Sales Cloud

Seeking a broad, highly customizable CRM platform?

Salesforce Sales Cloud excels if your business requires a general-purpose CRM with vast customization options and a huge ecosystem of third-party integrations. What I found comparing options is that Salesforce offers unparalleled breadth and integration capabilities, though it often comes at a higher total cost for extensive features than InvestGlass.

You’ll want to consider this alternative for diverse industry needs beyond financial services.

2. Zoho CRM

Looking for a cost-effective, comprehensive solution for SMBs?

Zoho CRM is a strong alternative for small to medium-sized businesses prioritizing affordability and a comprehensive suite of essential CRM features. From my competitive analysis, Zoho offers excellent value and a lower entry point, making it ideal for tighter budgets, unlike InvestGlass’s financial niche.

Choose Zoho CRM when budget-friendliness and broad SMB appeal are your primary concerns.

3. ProTracker Advantage

Focused purely on financial planning practice management?

ProTracker Advantage is ideal if your specific need is a client-centered contact and practice management system for financial advisors. What I found comparing options is that ProTracker specializes deeply in advisor practice operations, whereas InvestGlass offers broader client acquisition and portfolio oversight.

Consider this alternative for deep specialization in financial planning practice management and client interaction.

4. monday CRM

Preferring a highly visual and flexible workflow tool?

monday CRM is a great choice for teams seeking a visual, intuitive interface for project management combined with CRM functionalities. From my analysis, monday CRM prioritizes visual workflow management and collaboration, a different emphasis than InvestGlass’s financial services compliance and portfolio focus.

You’ll prefer monday CRM for flexible team collaboration and broad project management needs.

The best InvestGlass alternatives ultimately depend on your specific financial services needs and budget.

InvestGlass Setup

What does it take to implement InvestGlass?

InvestGlass setup involves a focused approach, balancing initial simplicity with deeper customization needs. This section of my InvestGlass review will set realistic expectations for your deployment process.

1. Setup Complexity & Timeline

Expect a nuanced deployment.

InvestGlass offers minimalistic initial onboarding with interactive tutorials, but deeper customization requires more attention. From my implementation analysis, the timeline varies significantly with your customization needs, potentially extending beyond quick wins if you require tailored system adjustments.

You’ll need to allocate time for detailed planning, especially if your financial institution has complex or unique requirements.

2. Technical Requirements & Integration

Consider your IT infrastructure for hosting.

InvestGlass allows hosting on your own servers for data security and integrates with various website platforms and pre-built connectors like Avaloq and Temenos. What I found about deployment is that seamless integration with existing systems is a key strength, often simplifying data sharing considerably.

Plan for potential IT involvement if you choose on-premise hosting, but expect a flexible approach to technical compatibility.

3. Training & Change Management

User adoption is key for success.

InvestGlass provides comprehensive training modules, a knowledge base, and dedicated support to help users get acquainted with the system. From my analysis, successful change management prevents productivity dips by ensuring your team fully embraces the platform’s automation capabilities.

Invest in proper training and leverage vendor support to ensure smooth adoption and maximize the platform’s benefits for your team.

4. Support & Success Factors

Vendor support significantly impacts deployment.

InvestGlass emphasizes swift resolution of technical issues through updates and patches, with a 24/7 team developing new features. What I found about deployment is that their dedicated support for customization helps overcome challenges, especially for complex financial processes.

Plan to leverage their support team for tailoring the system to your specific needs, as this is critical for a successful and optimized implementation.

Overall, InvestGlass setup offers a flexible approach, allowing for smooth initial onboarding and supported customization to meet specific business needs effectively.

Bottom Line

InvestGlass: Is it your next CRM?

This InvestGlass review provides a comprehensive look at who best benefits from this specialized platform, its core strengths, key limitations, and my final recommendation.

1. Who This Works Best For

Financial institutions prioritizing data sovereignty and compliance.

InvestGlass is perfect for banks, insurance companies, and brokers who require robust CRM and portfolio management within a highly regulated environment. What I found about target users is that organizations seeking a non-US CRM with Swiss data sovereignty standards will find InvestGlass particularly appealing.

You’ll succeed if your business needs integrated sales automation, compliance, and client management for financial services.

2. Overall Strengths

Unmatched Swiss data sovereignty and compliance focus.

The software excels by offering a “Swiss Sovereign” cloud solution with proprietary Swiss code, alongside AI-driven digital onboarding and comprehensive compliance management for financial regulations. Based on this review, the flat-free pricing model for onboarding is a distinct advantage, offering predictable costs as you scale your client acquisition.

These strengths ensure your operations remain secure and compliant, significantly enhancing efficiency and client experience.

3. Key Limitations

Customization can require dedicated assistance.

While powerful, deeper customization of the InvestGlass platform often necessitates assistance, indicating a learning curve for extensive configuration. From my comprehensive analysis, integrating with complex legacy systems can pose hurdles for seamless data flow and process alignment.

These limitations are manageable if you leverage their support, but they could be challenging if your team prefers complete self-service customization.

4. Final Recommendation

InvestGlass receives a strong recommendation for its niche.

You should choose this software if your financial institution needs an integrated, compliant, and secure platform to automate sales, onboarding, and client management processes. From my analysis, this solution excels in regulated financial environments where data sovereignty and robust compliance features are paramount.

My confidence level is high for financial institutions of all sizes, especially those valuing Swiss data protection standards.

This InvestGlass review shows its strong value for the right business profile, while also highlighting the importance of leveraging their support for deep customization.