Tue. Jun 25th, 2019

Planet Compliance

Innovation & Regulation in Finance

InvestGlass

Profile:

Founded in 2014, InvestGlass is a Swiss-based, white-labeled, client and prospect management platform for bankers, wealth managers and advisors. The platform is designed to facilitate more efficient prospecting and onboarding of new clients, as well as the management relationships with existing clients. Components include a content management system, CRM, and client portal.

Primary activity and other services:

Client and Counterparty Identification

General Compliance

Reporting

Location(s):

Plan les Ouates/Switzerland

Website:

www.investglass.com

 

 

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