---
title: InvestGlass Reviews
meta_title: 'InvestGlass Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how InvestGlass works for a business like yours.
date_modified: '2026-06-22'
parent_category:
  name: Financial Services
  url: https://www.g2.com/categories/financial-services
---

# InvestGlass Reviews
**Vendor:** InvestGlass  
**Category:** [Investment Portfolio Management Software](https://www.g2.com/categories/investment-portfolio-management)
## About InvestGlass
InvestGlass: The All-in-One Swiss Automation Platform InvestGlass is a Swiss-based automation platform designed to streamline your business operations with precision and reliability. It combines CRM, portfolio management, incident management, marketing automation, client portal, and digital onboarding tools into one seamless solution. Why Choose InvestGlass? Tailored Digital Experience: Create, design, and manage your digital presence with unparalleled customization. Swiss Excellence: Geopolitically neutral and securely hosted on Swiss Cloud, within Europe or directly on your premises for full control and compliance. Trusted Globally Ideal for banks, government entities, and growing businesses, InvestGlass empowers over 1,200 customers across 20+ countries to attract, engage, and delight their clients with award-winning software. Experience the Swiss standard in automation. Invest in success with InvestGlass.






- [View InvestGlass pricing details and edition comparison](https://www.g2.com/products/investglass/reviews?section=pricing&secure%5Bexpires_at%5D=2026-07-23+03%3A20%3A53+-0500&secure%5Bsession_id%5D=4df5ae84-0909-466a-b15c-7e0b9acb1afe&secure%5Btoken%5D=d9918022f177c04bb3c053af1b5ad8c1f1814b76477a6fd93dd35ee847f3cfb6&format=llm_user)

## InvestGlass Features
**Lead Facilitation**
- Customer-facing Chatbot
- Lead Qualification
- Lead Follow-up
- Meeting Scheduling 

**Operations**
- Compliance - Digital Banking Platforms
- Multichannel - Digital Banking Platforms
- Unified Banking - Digital Banking Platforms

**Functionality**
- Customizable Reporting
- Market Analytics
- Client Portal
- Investment Accounting
- Real time 
- Compliance
- Customizable Reporting

**Content**
- Document Collaboration
- Versioning
- E-Signature
- File Request
- Feedback

**Process Automation**
- Onboarding Flow Management
- E-Signature
- Data Capture
- Auto-Capture

**Organization**
- Opportunity and Pipeline Management 
- Data Entry
- Integrations / APIs

**Infrastructure**
- Open Banking - Digital Banking Platforms
- Cloud-Based - Digital Banking Platforms
- Self-Service Banking - Digital Banking Platforms

**Integration**
- Data aggregation
- Accounting Integration
- Risk Management

**Content**
- Automation

**Collaboration**
- Billing and Invoicing
- Instant Messaging
- Project Management
- Analytics
- Time Tracking
- Mobile Application

**Identity Verification**
- ID Scanning
- KYC
- Credit Check

**Performance Analysis**
- Coaching 
- Peformance Tracking

**Data**
- CRM - Digital Banking Platforms
- Business Intelligence - Digital Banking Platforms

**Agentic AI -  Digital Customer Onboarding**
- Decision Making

**Agentic AI - Investment Portfolio Management**
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Proactive Assistance

**Sales Analysis**
- ROI Forecasting 
- Sales Forecasting 

**Platform Additional Functionality**
- Pre-Built Connectors
- Dashboard
- Cloud
- Mobility
- Messaging

**Agentic AI - Digital Banking Platforms**
- Autonomous Task Execution
- Decision Making

**Platform Reporting and Analytics**
- Reporting
- Forecasting

**Customer Support**
- Case Management
- Customer Support Portal
- Knowledge Base
- Support Analytics

**Generative AI**
- AI Text Generation
- AI Text Summarization

**Marketing Automation**
- Campaign Management
- Lead Management
- Marketing Analytics

**Agentic AI - AI Sales Assistant**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making

**Sales Force Automation**
- Pipeline Management
- Task Management
- Product and Price List Management
- Quote and Order Management
- Contract Management

**Agentic AI - Financial Services CRM**
- Decision Making

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