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.
Sciforma
Sciforma is a strategic portfolio management software that helps you align your project investments with business goals while managing resources and tracking execution across your entire organization.
Quick Comparison
| Feature | InvestGlass | Sciforma |
|---|---|---|
| Website | investglass.com | sciforma.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 | 1982 |
| Headquarters | Geneva, Switzerland | Santa Clara, USA |
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.
Sciforma
Sciforma helps you bridge the gap between high-level strategy and daily project execution. You can prioritize the right projects by scoring them against your business objectives and simulating different investment scenarios. This ensures your team always works on initiatives that deliver the highest value. You can also manage complex resource allocations to prevent burnout and ensure your most critical projects have the talent they need to succeed.
The platform provides a centralized hub for tracking project health, budgets, and timelines in real-time. Whether you are managing IT portfolios, R&D pipelines, or professional services, you can customize workflows to match your specific governance needs. It is designed for mid-to-large organizations that need to move beyond basic task tracking into full-scale strategic portfolio oversight.
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.
Sciforma Features
- Strategic Prioritization. Rank your project proposals using custom scoring criteria to ensure every investment aligns perfectly with your corporate goals.
- Capacity Planning. View real-time resource availability across your entire organization so you can assign the right people to the right tasks.
- Financial Tracking. Monitor project costs, labor expenses, and budget variances in one place to keep your portfolio's ROI on track.
- Gantt & Scheduling. Build detailed project schedules with dependencies and milestones to keep your teams synchronized and hitting their deadlines.
- Scenario Modeling. Run 'what-if' simulations to see how adding new projects or shifting dates impacts your budget and resource capacity.
- Time Tracking. Capture actual hours worked through integrated timesheets to improve your future project estimates and resource forecasting accuracy.
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
Sciforma 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
Sciforma
Pros
- Highly flexible configuration options for complex workflows
- Strong resource management and capacity planning tools
- Excellent visibility into cross-project dependencies and risks
- Comprehensive reporting capabilities for executive-level oversight
Cons
- Initial setup and configuration requires significant time
- Steep learning curve for non-technical project members
- User interface can feel cluttered for simple tasks