--- 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" --- # InvestGlass Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 17, 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 (6,117)](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 (717)](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 [4.5 (1,260)](https://www.capterra.com/p/131735/PandaDoc/reviews/) Starting price $19.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 91% of reviewers rated it above 4 stars [4.7 (466)](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 Highest Rated [4.8 (659)](https://www.capterra.com/p/118921/Less-Annoying-CRM/reviews/) Starting price $15.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% 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 banks, brokers, private equity firms, and neobanks. It is built for financial services organizations rather than general-purpose businesses, making it suitable for institutions and investment firms that need software tailored to banking, brokerage, and alternative finance workflows. Features and Usability ### What are the key features of InvestGlass? InvestGlass offers a client portal and portfolio management, plus CRM features such as contact management, lead capture, lead qualification, opportunity management, and pipeline management. It also includes workflow management, marketing automation, email templates, reporting and analytics, customizable fields and reports, document storage, and third-party integrations. Integrations ### Which third-party tools and platforms does InvestGlass integrate with? InvestGlass integrates with 4 third-party platforms: Avaloq Banking Suite, Postman, Temenos, and Zapier. These catalog integrations cover banking systems, API testing, and workflow automation, giving InvestGlass a focused set of connection options for financial services and connected app workflows. 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 training supports guided instruction on site, live online sessions and webinars allow remote group learning, documentation offers written reference material, and videos provide self-paced visual guidance for setup and feature review. 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. Support coverage is broad across these channels, giving users multiple ways to get help when needed. ## 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 ### All Features - 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 Sync: Synchronize with other calendars to view mutual availability and schedules - Calendar/Reminder System: Notifications/alerts for upcoming events or tasks - 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 - Contact Database: Centralized database of stakeholders and their contact information such as names, address, phone number etc. - Contact Management: Manage, organize, and store contact information - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Reports: Alter the layout and content of reports - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Data Import/Export: Import and export data to and from software applications - Document Storage: Store and organize documents in a centralized system - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Email Management: Manage, store and organize emails within the system or via third-party apps - Email Marketing: Create and send email blasts/campaigns - Email Templates: Pre-made examples and templates for emails - Interaction Tracking: Track interaction history by documenting conversations for contacts - Internal Chat Integration: Incorporation of a chat or messaging system within an organization's internal communication infrastructure - Lead Capture: Automatically identify and save contact information of potential customers - Lead Generation: Manage the process of attracting and converting business prospects into leads - Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process - Lead Qualification: Score a lead on their quality or likelihood to buy based on certain behaviors - Marketing Automation: Automate workflows and trigger campaigns based on customer actions - Mobile Access: Access software remotely via mobile devices - Opportunity Management: Track all opportunities for potential sales and convert them into recurring revenue - Pipeline Management: Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. - Portfolio Management: Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk - Quotes/Estimates: Generate quotes or estimates for customers - Referral Tracking: Log and store the source of contacts/leads - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Sales Forecasting: Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports. - Sales Pipeline Management: Pipeline view and tracking lead status - Sales Reports: Reports specific to sales analysis for trends and strategies - Sales Trend Analysis: Analyze the current state of sales data to accurately understand trends and forecast future sales numbers. - Segmentation: Group leads or contacts based on their specific characteristics - Task Management: Create, manage and track all task activities and progression - Territory Management: Organize customer data and accounts by user or geography - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Workflow Management: 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.