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4.3/ 5

Based on 7 reviews

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Based on 7 reviews on Trustburn

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Mitchell Brozovich
Reviews 1

I have been using a similar platform for my investment needs, and I must admit that InvestGlass is much better. The interface is clean and easy to navigate, and it provides accurate and detailed information. The customer support is also top-notch. I would highly recommend InvestGlass to anyone looking for a reliable investment platform.

Juver Castillo
Reviews 1

I recently used InvestGlass for my investment needs, and I must say I am very impressed with their platform. It is user-friendly and provides great insights into the market. The customer support team is also very helpful and responsive. Overall, I had a great experience with InvestGlass.

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About InvestGlass

InvestGlass empowers wealth advisors to serve their customers smarter and faster than any robots.

Their customizable platform helps you to deliver the right message at the right time to the right investor. Save time, money and offer a truly individualized experience to your customers.

InvestGlass SA is a Swiss incorporated company based in Plan les Ouates, Geneva. Their developers are based in Geneva, their entire platform is designed locally and is hosted in Swiss bank level security servers.

Founded in 2014, InvestGlass is a Swiss-based, white-labeled, client and prospect management platform for bankers, wealth managers and advisors. The platform is designed to facilitate more efficient prospecting and onboarding of new clients, as well as the management relationships with existing clients. Components include a content management system, CRM, and client portal.

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