Founded in 2014, InvestGlass is a Swiss-based, white-labeled, client and prospect management platform for private bankers and wealth managers. The platform is designed to facilitate more efficient prospecting and onboarding of new clients, as well as the management of relationships with existing clients. Components include a content management system, CRM, and client portal. InvestGlass makes it easy for advisors satisfy KYC and suitability requirements, to propose specific investments, to create and manage custom portfolios, and to present clients with a …
