[ InvestG... Reviews ](https://www.g2.com/products/investglass/reviews) [ InvestG... Reviews ](https://www.g2.com/products/investglass/reviews) # InvestGlass Pricing Overview [Editedit](https://my.g2.com/investglass/pricings) Free Trial Starter CHF50.00 1 Seat Per Month Out-of-the-box customer support for small teams - CRM Lead - File storage - Opportunity Management - Account - Task - Invoice - Calendar - Copilot AI Show More Standard CHF200.00 1 Seat Per Month The simple CRM-suite hosted in Switzerland - Include Starter plus - Digital onboarding - Team Calendar - Meeting booking - Email integration - Territory management - Advanced pipeline - Copilot AI Show More Enterprise CHF500.00 1 Seat Per Month The best solution for financial professionals. - Include Complete plus - Package forms - Signature - Webservice - API - Portfolio management system - Client Portal - Automation & workflows Approval process - Robo-advisor / Mortgage forms - Copilot AI Show More Seat/month InvestGlass has 3 pricing editions, from CHF50 to CHF500. A free trial of InvestGlass is also available. Look at different pricing editions below and see what edition and features meet your budget and needs. Pricing information for InvestGlass is supplied by the software provider or retrieved from publicly accessible pricing materials. Final cost negotiations to purchase InvestGlass must be conducted with the seller. Pricing information was last updated on December 24, 2024 Show More [ ![Dynamo Software](https://images.g2crowd.com/uploads/product/hd_favicon/2894275cea1c9be53f708efb270d5ad8/dynamo-software-dynamo-software.svg "Dynamo Software") Sponsored Dynamo Software 4.2/5 (34) Visit Website ](javascript:void(0)) ## Top-Rated Alternatives [ ![Zoho CRM](https://images.g2crowd.com/uploads/product/hd_favicon/27ab543b51f7ec2623c5b2613dcf73e2/zoho-crm.svg "Zoho CRM") Zoho CRM 4.1/5 (2,830) ](https://www.g2.com/products/zoho-crm/reviews) [ ![Vendasta AI Platform](https://images.g2crowd.com/uploads/product/hd_favicon/e7d9e1faf02dca42238e56a5f4b12b54/vendasta-ai-platform.svg "Vendasta AI Platform") Vendasta AI Platform 4.5/5 (523) ](https://www.g2.com/products/vendasta-ai-platform/reviews) [ ![Dock](https://images.g2crowd.com/uploads/product/hd_favicon/86dc6bf8502339b1a889f083b016c85d/dock.svg "Dock") Dock 4.6/5 (448) ](https://www.g2.com/products/dock/reviews) [ View All Alternatives ](https://www.g2.com/products/investglass/competitors/alternatives) ## InvestGlass Alternatives Pricing The following is a quick overview of editions offered by other [Investment Portfolio Management Software](https://www.g2.com/categories/investment-portfolio-management) | ![Zoho CRM](https://images.g2crowd.com/uploads/product/image/small_square/small_square_d9d3ff178178a1f790a9d6114e104471/zoho-crm.png) [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) ##### Free Edition | Free | With three free users and essentials like leads, documents and mobile apps, it’s a perfect fit for your home business. - Leads, Contacts, Accounts - Tasks, Events, Call log, and Notes - Opportunities - Advanced filters - Page customization - Custom list views - Workflow management - Standard reports - Integration with Facebook, Twitter and Google+ - Marketing automation - Web forms - and more.. [Show More](javascript:void(0);) | | ![Vendasta AI Platform](https://images.g2crowd.com/uploads/product/image/small_square/small_square_46bb37db89c655fc9df01021c12cbd31/vendasta.jpeg) [Vendasta AI Platform](https://www.g2.com/products/vendasta-ai-platform/reviews) ##### Starter | $0.00Per Month | $0 with $119/month minimum of wholesale products and services - At Signing: $119 platform fee covers your first month. - Month 2+: Each $1 spent on select products = $1 off your subscription fee. - For startup agencies and solopreneurs getting started - Wholesale pricing for resellable Vendasta products & services - 1 Team Member seat - 10 Snapshot Reports / month - Co-branding with Vendasta [Show More](javascript:void(0);) | | ![Dock](https://images.g2crowd.com/uploads/product/image/small_square/small_square_21e2e66d73d36132851bfe1e8bd5940c/dock.png) [Dock](https://www.g2.com/products/dock/reviews) ##### Free | Free | For individuals & small teams - 50 workspaces - Basic integrations (Slack, Zoom, Loom, Typeform, Google, Airtable, Pandadoc, Wistia, Youtube, etc.) | Various alternatives pricing & plans Free Trial Pricing information for the above various InvestGlass alternatives is supplied by the respective software provider or retrieved from publicly accessible pricing materials. Final cost negotiations to purchase any of these products must be conducted with the seller. ##### Categories on G2 [ AI Sales Assistant ](https://www.g2.com/categories/ai-sales-assistant)[ Client Portal ](https://www.g2.com/categories/client-portal)[ Investment Portfolio Management ](https://www.g2.com/categories/investment-portfolio-management) [ Financial Services CRM ](https://www.g2.com/categories/financial-services-crm)[ Digital Customer Onboarding ](https://www.g2.com/categories/digital-customer-onboarding)[ Digital Banking Platforms ](https://www.g2.com/categories/digital-banking-platforms) Show More ##### Explore More [ Which integration service is best for syncing business software ](https://www.g2.com/discussions/which-integration-service-is-best-for-syncing-business-software)[ Top tools for real-time asset location monitoring ](https://www.g2.com/discussions/top-tools-for-real-time-asset-location-monitoring)[ What is the most cost-effective MDM software for large organizations? ](https://www.g2.com/discussions/what-is-the-most-cost-effective-mdm-software-for-large-organizations) [ What platform offers the most integrations with directory sites? ](https://www.g2.com/discussions/what-platform-offers-the-most-integrations-with-directory-sites)[ What platform provides analytics on content performance? ](https://www.g2.com/discussions/what-platform-provides-analytics-on-content-performance)[ How does Trintech leverage AI for reconciliation? ](https://www.g2.com/discussions/how-does-trintech-leverage-ai-for-reconciliation) Show More [ Which integration service is best for syncing business software ](https://www.g2.com/discussions/which-integration-service-is-best-for-syncing-business-software)[ Top tools for real-time asset location monitoring ](https://www.g2.com/discussions/top-tools-for-real-time-asset-location-monitoring)[ What is the most cost-effective MDM software for large organizations? ](https://www.g2.com/discussions/what-is-the-most-cost-effective-mdm-software-for-large-organizations) [ What platform offers the most integrations with directory sites? ](https://www.g2.com/discussions/what-platform-offers-the-most-integrations-with-directory-sites)[ What platform provides analytics on content performance? ](https://www.g2.com/discussions/what-platform-provides-analytics-on-content-performance)[ How does Trintech leverage AI for reconciliation? ](https://www.g2.com/discussions/how-does-trintech-leverage-ai-for-reconciliation)