InvestGlass
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.
Ivy Mobility
Ivy Mobility provides a unified cloud-based platform designed to help consumer goods companies manage direct store delivery, retail execution, and distribution operations efficiently.
Quick Comparison
| Feature | InvestGlass | Ivy Mobility |
|---|---|---|
| Website | investglass.com | ivymobility.com |
| Pricing Model | Subscription | Custom |
| Starting Price | $99/month | Custom Pricing |
| FREE Trial | ✓ 14 days free trial | ✘ No free trial |
| Free Plan | ✘ No free plan | ✘ No free plan |
| Product Demo | ✓ Request demo here | ✓ Request demo here |
| Deployment | ||
| Integrations | ||
| Target Users | ||
| Target Industries | ||
| Customer Count | 0 | 0 |
| Founded Year | 2014 | 2002 |
| Headquarters | Geneva, Switzerland | Singapore, Singapore |
Overview
InvestGlass
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.
Ivy Mobility
Ivy Mobility offers a comprehensive suite of tools specifically built for the consumer packaged goods (CPG) and distribution industries. You can manage your entire route-to-market strategy from a single platform, connecting your field sales teams, delivery drivers, and merchandisers with real-time data. The software helps you eliminate manual paperwork and fragmented processes by digitizing store audits, order captures, and inventory tracking.
You can optimize your distribution network using integrated modules for direct store delivery (DSD) and route accounting. The platform allows your field reps to access historical sales data and personalized promotions on their mobile devices, helping them sell more effectively during every store visit. Whether you are a mid-sized distributor or a global enterprise, you can scale these capabilities to match your specific territory requirements and retail execution goals.
Overview
InvestGlass Features
- 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.
Ivy Mobility Features
- Retail Execution. Guide your field reps through perfect store visits with digital audits, planogram checks, and automated task lists.
- Direct Store Delivery. Manage your entire delivery process from van loading to invoice settlement and payment collection in real-time.
- Route Accounting. Track your inventory and financial transactions accurately across every route to prevent leakage and improve cash flow.
- Order Management. Capture orders instantly on mobile devices with access to live inventory levels and customer-specific pricing rules.
- Promotions Management. Execute and track trade promotions at the store level to ensure your marketing spend drives actual sales.
- Digital Merchandising. Capture photos of shelf displays and track competitor activity to maintain your brand standards across all retail locations.
Pricing Comparison
InvestGlass Pricing
- Core CRM functionality
- Digital onboarding tools
- Document management
- Email marketing integration
- Basic reporting
- Standard API access
- Everything in Professional, plus:
- Advanced portfolio management
- White-label client portal
- Custom compliance rules
- Multi-custodian data feeds
- Priority technical support
Ivy Mobility Pricing
Pros & Cons
InvestGlass
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
Ivy Mobility
Pros
- Deeply specialized features for the consumer goods industry
- Strong offline capabilities for field reps in remote areas
- Highly configurable workflows to match specific business processes
- Consolidates multiple field functions into one mobile application
Cons
- Initial configuration requires significant time and planning
- User interface has a learning curve for non-technical staff
- Custom pricing makes it difficult for quick budget comparisons