---
description: Get detailed information about InvestGlass usability, features, price, benefits and disadvantages from verified user experiences. Read reviews and discover similar tools on Capterra Israel.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress
title: InvestGlass Price, Reviews & Ratings - Capterra Israel 2026
---

Breadcrumb: [Home](/) > [Investment Management Software](/directory/20010/investment-management/software) > [InvestGlass](/software/1012902/investglass-crm--pms)

# InvestGlass

Canonical: https://www.capterra.co.il/software/1012902/investglass-crm--pms

> InvestGlass is \#1 Swiss based CRM, PMS, Client Portal, Digital onboarding tools platform.
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

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## Overview

### Who Uses InvestGlass?

Banks, brokers, private equity, neobanks

## About the vendor

- **Company**: InvestGlass

## Commercial Context

- **Starting Price**: CHF 50.00
- **Pricing model**: Per User (Free version available) (Free Trial)
- **Pricing Details**: Onboard, Close, Grow.  
InvestGlass is \#1 Swiss Sovereign Business Solution. Your Data are Hosted in Geneva, Switzerland.
- **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+
- **Deployment & Platforms**: Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Linux (Desktop), Windows (On-Premise), Linux (On-Premise), Chromebook (Desktop)
- **Supported Languages**: Arabic, Basque, Brazilian Portuguese, Bulgarian, Catalan, Chinese, Croatian, Czech, Danish, Dutch, English, Estonian, European Portuguese, Finnish, French, Galician, German, Greek, Hebrew, Hindi, Hungarian, Icelandic, Indonesian, Irish, Italian, Japanese, Kazakh, Korean, Latvian, Lithuanian, Malay, Norwegian, Polish, Portuguese, Romanian, Russian, Serbian, Serbian, Slovak, Slovenian, Spanish, Swedish, Thai, Traditional Chinese, Turkish, Ukrainian, Vietnamese
- **Available Countries**: Afghanistan, Albania, Algeria, American Samoa, Andorra, Angola, Anguilla, Antigua & Barbuda, Argentina, Armenia, Aruba, Australia, Austria, Azerbaijan, Bahamas, Bahrain, Bangladesh, Barbados, Belarus, Belgium and 209 more

## Features

- Activity Dashboard
- Alerts/Notifications
- Campaign Management Software
- Client Portal
- Contact Management Software
- Data Import/Export
- Document Storage
- Email Management Software
- Interaction Tracking
- Lead Management Software
- Lead Qualification
- Marketing Automation Software
- Mobile Access
- Pipeline Management
- Portfolio Management
- Quotes/Estimates
- Reporting/Analytics
- Sales Pipeline Management
- Segmentation
- Task Management Software
- Workflow Management Software

## Integrations (4 total)

- Avaloq Banking Suite
- Postman
- Temenos
- Zapier

## Support Options

- Email/Help Desk
- FAQs/Forum
- Knowledge Base Software
- Phone Support
- 24/7 (Live rep)
- Chat

## Category

- [Investment Management Software](https://www.capterra.co.il/directory/20010/investment-management/software)

## Related Categories

- [Investment Management Software](https://www.capterra.co.il/directory/20010/investment-management/software)
- [CRM Software](https://www.capterra.co.il/directory/2/customer-relationship-management/software)
- [AI Sales Assistant](https://www.capterra.co.il/directory/34135/ai-sales-assistant/software)
- [Hedge Fund Software](https://www.capterra.co.il/directory/10060/hedge-fund/software)
- [Financial CRM Software](https://www.capterra.co.il/directory/30562/financial-crm/software)

## Alternatives

1. [DealCloud](https://www.capterra.co.il/software/139967/dealcloud) — 4.5/5 (21 reviews)
2. [Altvia](https://www.capterra.co.il/software/128748/aim) — 4.8/5 (11 reviews)
3. [Creatio AI CRM](https://www.capterra.co.il/software/130149/bpm-online-crm) — 4.7/5 (151 reviews)
4. [MadeMarket](https://www.capterra.co.il/software/1033660/mademarket) — 4.8/5 (20 reviews)
5. [Salesforce Financial Services Cloud](https://www.capterra.co.il/software/166075/financial-crm) — 4.8/5 (6 reviews)

## Links

- [View on Capterra](https://www.capterra.co.il/software/1012902/investglass-crm--pms)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.capterra.com/p/230007/InvestGlass-CRM--PMS/> |
| en-AE | <https://www.capterra.ae/software/1012902/investglass-crm--pms> |
| en-AU | <https://www.capterra.com.au/software/1012902/investglass-crm--pms> |
| en-CA | <https://www.capterra.ca/software/1012902/investglass-crm--pms> |
| en-GB | <https://www.capterra.co.uk/software/1012902/investglass-crm--pms> |
| en-IE | <https://www.capterra.ie/software/1012902/investglass-crm--pms> |
| en-IL | <https://www.capterra.co.il/software/1012902/investglass-crm--pms> |
| en-IN | <https://www.capterra.in/software/1012902/investglass-crm--pms> |
| en-NZ | <https://www.capterra.co.nz/software/1012902/investglass-crm--pms> |
| en-SG | <https://www.capterra.com.sg/software/1012902/investglass-crm--pms> |
| en-ZA | <https://www.capterra.co.za/software/1012902/investglass-crm--pms> |
| fr | <https://www.capterra.fr/software/1012902/investglass-crm--pms> |
| fr-BE | <https://fr.capterra.be/software/1012902/investglass-crm--pms> |
| fr-CA | <https://fr.capterra.ca/software/1012902/investglass-crm--pms> |
| fr-LU | <https://www.capterra.lu/software/1012902/investglass-crm--pms> |
| ja | <https://www.capterra.jp/software/1012902/investglass-crm--pms> |

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