InvestGlass ^Company

InvestGlass is a Swiss-based company that provides a customizable platform for wealth advisors to deliver personalized messages to their clients. The platform is designed to save time and money while offering an individualized experience to customers. InvestGlass was founded in 2014 and offers a white-labeled, client and prospect management platform for bankers, wealth managers, and advisors. The platform includes a content management system, CRM, and client portal and is hosted in Swiss bank level security servers.