# InvestGlass Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about InvestGlass Software - reviews, pricing plans, popular comparisons to other CRM products and more. Source: https://www.capterra.com/p/230007/InvestGlass-CRM --- # InvestGlass Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on March 13, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support) InvestGlass ## What is InvestGlass? InvestGlass is a Swiss based CRM, PMS, Client Portal, Digital onboarding tools platform. Discover the Swiss CRM platform that gives you the freedom to create, design, manage and develop your digital presence exactly the way you want. Unique Hosted on Swiss Cloud - Europe or on your premise. Best For InvestGlass CRM is buit for financial intermediaries. Today, over 1200 customers in more than 20 countries use InvestGlass award-winning software to attract, engage and delight their customers! ## What is InvestGlass used for? [Investment Management](https://www.capterra.com/investment-management-software/)[CRM](https://www.capterra.com/customer-relationship-management-software/) Top alternative Featured Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price CHF50 Per User, Per Month Free trial available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for InvestGlass?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.investglass.com/&name=InvestGlass) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### InvestGlass 0.0 VS. [4.5 (4,461)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/) Starting Price CHF50 Per User, Per Month Starting Price $20 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 0.0 (0) Ease Of Use 4.4 (4,362) Value For Money 0.0 (0) Value For Money 4.3 (3,496) Customer Service 0.0 (0) Customer Service 4.4 (3,505) ## InvestGlass alternatives [4.4 (18,784)](https://www.capterra.com/p/61368/Salesforce/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 90% of reviewers rated it above 4 stars [4.3 (6,975)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) Starting price $14.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars Highest Rated [4.7 (731)](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/reviews/) Starting price $7.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [4.5 (822)](https://www.capterra.com/p/152769/eWay-CRM/reviews/) Starting price $20.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars ## FAQs about InvestGlass Overview ### What company size and specific industries is InvestGlass built for? InvestGlass is designed for financial services organizations, including banks, brokers, private equity firms, and neobanks. The product is suited to companies operating in banking, investment, and digital finance sectors that need software tailored to client management, investing, and related financial workflows. Features and Usability ### What are the key features of InvestGlass? InvestGlass offers client portal and portfolio management features, along with contact management, lead management, and pipeline management for sales tracking. It also includes reporting and analytics, customizable fields and reports, workflow management, document storage, calendar management, alerts/notifications, and third-party integrations. Integrations ### Which third-party tools and platforms does InvestGlass integrate with? InvestGlass integrates with Avaloq Banking Suite, Postman, Temenos, and Zapier. These catalog integrations cover banking systems, API testing, and automation, giving InvestGlass connectivity with core financial platforms and workflow tools used in implementation and operations. Getting Started and Support ### What training and onboarding options does InvestGlass offer? InvestGlass provides in person training, live online sessions, webinars, documentation, and videos. In person and live online formats support guided setup, webinars cover broader product topics, and documentation and videos offer reference material and self-paced learning for teams getting started. Getting Started and Support ### What customer support options does InvestGlass offer? InvestGlass provides Email/Help Desk, FAQ/Forum, Knowledge Base, Phone Support, 24/7 Live Rep, and Chat. With no reviewer feedback available on support experiences, the product listing identifies the channels only, without any published user sentiment on response times, helpfulness, or common support frustrations. ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges API Application programming interface that allows for integration with other systems/databases Calendar Management Track and manage schedules and meetings via an integrated calendar Campaign Management Create a collection of marketing actions to complete specific goals and plan and analyze campaign results Client Portal Private online space that lets businesses securely share documents and provide information access to clients InvestGlass 34 features Dashboard to view the status of ongoing processes, identify current incidents and track past activities Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Application programming interface that allows for integration with other systems/databases Track and manage schedules and meetings via an integrated calendar Create a collection of marketing actions to complete specific goals and plan and analyze campaign results Private online space that lets businesses securely share documents and provide information access to clients Manage, organize, and store contact information Customize data fields to support various needs and use cases Alter the layout and content of reports Import and export data to and from software applications Store and organize documents in a centralized system Assemble applications and processes by dragging over and arranging pre-built components Manage, store and organize emails within the system or via third-party apps Create and send email blasts/campaigns Pre-made examples and templates for emails Track interaction history by documenting conversations for contacts Automatically identify and save contact information of potential customers Manage the process of attracting and converting business prospects into leads Store information about leads or contacts and track, manage and nurture them throughout the sales process Score a lead on their quality or likelihood to buy based on certain behaviors Automate workflows and trigger campaigns based on customer actions Access software remotely via mobile devices Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk Generate quotes or estimates for customers Log and store the source of contacts/leads Timed notification for any upcoming task, deadline, appointment, or activity View and track pertinent metrics to find patterns and gain insights from data Pipeline view and tracking lead status Reports specific to sales analysis for trends and strategies Group leads or contacts based on their specific characteristics Create, manage and track all task activities and progression Organize customer data and accounts by user or geography Set up connections to third-party platforms to improve business processes Create, design and manage workflows for repetitive tasks Get Advice We can help you find the software with the features you need. ## Pricing Free Trial Free Version Basic CHF50.00 Per User,Per Month ## Integrations [ Zapier](https://www.capterra.com/p/130182/Zapier/)[ Postman](https://www.capterra.com/p/188497/Postman/)[ Temenos](https://www.capterra.com/p/111334/TEMENOS-T24/)[ Avaloq Banking Suite](https://www.capterra.com/p/177861/Avaloq-Banking-Suite/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.