--- title: "InvestGlass Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about InvestGlass Software - reviews, pricing plans, popular comparisons to other Hedge Fund products and more." source_url: "https://www.capterra.com/p/230007/InvestGlass-CRM--PMS/" page_type: "product" language: "en" publication_date: "2026-10-19" --- # InvestGlass Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on October 19, 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? [Online Banking](https://www.capterra.com/online-banking-software/)[Hedge Fund](https://www.capterra.com/hedge-fund-software/)[Financial CRM](https://www.capterra.com/financial-crm-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 Includes Free Version 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://www.g2.com/products/investglass/claim_requests/new?auto=true) ## 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. [4.6 (6,123)](https://www.capterra.com/p/147657/monday-com/reviews/) Starting Price CHF50 Per User, Per Month Starting Price $9 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 0.0 (0) Ease Of Use 4.5 (21) Value For Money 0.0 (0) Value For Money 4.3 (15) Customer Service 0.0 (0) Customer Service 4.4 (17) ## InvestGlass alternatives [4.3 (718)](https://www.capterra.com/p/76/Intacct/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 86% of reviewers rated it above 4 stars Highest Rated [4.7 (467)](https://www.capterra.com/p/245800/Monday-CRM/reviews/) Starting price $12.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [4.4 (243)](https://www.capterra.com/p/96371/Acumatica-Cloud-ERP/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 92% of reviewers rated it above 4 stars [DealCloud](https://www.capterra.com/p/139967/DealCloud/) [4.5 (21)](https://www.capterra.com/p/139967/DealCloud/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 86% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/139967/DealCloud/) ## FAQs about InvestGlass Overview ### What company size and specific industries is InvestGlass built for? InvestGlass is designed for banks, brokers, private equity firms, and neobanks. It targets financial services organizations that need software for client and investment management, making it best suited to firms in banking, brokerage, private equity, and digital banking rather than general small-business use. Features and Usability ### What are the key features of InvestGlass? InvestGlass offers a client portal and portfolio management, along with CRM and sales features such as lead management, opportunity management, pipeline management, and contact management. It also includes marketing automation, email templates, reporting and analytics, task management, calendar sync, document storage, and third-party integrations. Integrations ### Which third-party tools and platforms does InvestGlass integrate with? InvestGlass integrates with 4 third-party tools and platforms: Avaloq Banking Suite, Postman, Temenos, and Zapier. These integrations cover banking systems, API testing, and workflow connectivity, giving InvestGlass compatibility with core finance and automation tools. 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 instruction, webinars cover topic-focused sessions, documentation offers written reference material, and videos provide visual learning resources 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. No reviewer feedback is available here to describe response speed, helpfulness, or common support frustrations, so the listed channels are the only support details available. ## Features AI summary Based on 14,838 Hedge Fund reviews According to Capterra reviewers, these are the CRM features buyers prioritize most when evaluating a solution: - **Data Security** (**51%** of reviewers rated this feature as critical) - **Customer Database** (**52%**) - **Real-Time Data** (**56%**) InvestGlass includes other CRM capabilities that reviewers also consider important, such as **Contact Database** (**47%**) and **Contact Management** (**44%**). Together, these features give teams a central place to store contact details, organize relationship data, track interactions, and keep customer information accessible, helping businesses manage outreach and maintain more consistent client communication. Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Activity Tracking Track and document all activities across devices, networks, and other systems 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 Calendar/Reminder System Notifications/alerts for upcoming events or tasks InvestGlass 45 features Dashboard to view the status of ongoing processes, identify current incidents and track past activities Track and document all activities across devices, networks, and other systems 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 Synchronize with other calendars to view mutual availability and schedules Notifications/alerts for upcoming events or tasks 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 Centralized database of stakeholders and their contact information such as names, address, phone number etc. Manage, organize, and store contact information Customize data fields to support various needs and use cases Alter the layout and content of reports Pre-designed layouts that can be customized to match preferences and requirements 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 Incorporation of a chat or messaging system within an organization's internal communication infrastructure 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 Track all opportunities for potential sales and convert them into recurring revenue Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. 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 Collection, analysis, and representation of numerical data and generation of reports to understand various patterns View and track pertinent metrics to find patterns and gain insights from data Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports. Pipeline view and tracking lead status Reports specific to sales analysis for trends and strategies Analyze the current state of sales data to accurately understand trends and forecast future sales numbers. 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 Starter CHF50.00 Per User,Per Month Standard CHF200.00 Per User,Per Month Enterprise CHF500.00 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.