InvestGlass Description

You can focus on your customer and grow your business. With a single, agile Swiss cloud platform, you can stay ahead of your customers. TLS and OWASP security recommendations are closely monitored as InvestGlass was originally designed for banking. An open API is a publicly accessible application programming interface that allows developers to programmatically access InvestGlass. We are cloud-native, and have a universal deployment plan. InvestGlass does not have a specific cloud provider. InvestGlass was built using agile principles. We add new features as soon as possible. Regularly, new features are added. Our team will provide exceptional service in French, English and Spanish. We also offer a variety of self-learning tools. You can learn new skills anywhere you are. All content is designed to help you grow. Our users have access to powerful tools that they can use right from their web browsers, making it easier than ever to create online forms.

Pricing

Pricing Starts At:
$52.46 per month
Free Trial:
Yes

Integrations

API:
Yes, InvestGlass has an API
No Integrations at this time

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Company Details

Company:
InvestGlass
Headquarters:
Switzerland
Website:
www.investglass.com
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Product Details

Platforms
SaaS
Type of Training
Documentation
Live Online
Webinars
Videos
Customer Support
Online

InvestGlass Features and Options

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

Financial CRM Software

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

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

InvestGlass Lists