---
description: Learn more about InvestGlass price, benefits, and disadvantages for businesses in Australia. Read reviews from verified users and discover similar tools that fit your business needs.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress
title: InvestGlass Cost & Reviews - Capterra Australia 2026
---

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

# InvestGlass

Canonical: https://www.capterra.com.au/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**: InvestGlass starts at CHF 50 per month / seats. Free trial to the CRM and PMS with no credit card needed.
- **Target Audience**: 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, Linux (On-Premise)
- **Supported Languages**: Arabic, Brazilian Portuguese, Chinese, Danish, Dutch, English, French, German, Hebrew, Italian, Japanese, Korean, Russian, Spanish, Traditional Chinese, Turkish
- **Available Countries**: Denmark, France, Germany, Ireland, Italy, Jordan, Luxembourg, Singapore, Spain, Switzerland, United Arab Emirates, United Kingdom

## Features

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

## Integrations (4 total)

- Avaloq Banking Suite
- Postman
- Temenos
- Zapier

## Support Options

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

## Category

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

## Related Categories

- [Investment Management Software](https://www.capterra.com.au/directory/20010/investment-management/software)
- [CRM Software](https://www.capterra.com.au/directory/2/customer-relationship-management/software)

## Alternatives

1. [HubSpot CRM](https://www.capterra.com.au/software/152373/hubspot-crm) — 4.5/5 (4451 reviews)
2. [Zoho CRM](https://www.capterra.com.au/software/155928/zoho-crm) — 4.3/5 (6964 reviews)
3. [Bigin by Zoho CRM](https://www.capterra.com.au/software/204998/bigin-by-zoho-crm) — 4.7/5 (724 reviews)
4. [Salesforce Sales Cloud](https://www.capterra.com.au/software/61368/salesforce) — 4.4/5 (18768 reviews)
5. [Kylas Sales CRM](https://www.capterra.com.au/software/210630/kylas) — 4.8/5 (573 reviews)

## Links

- [View on Capterra](https://www.capterra.com.au/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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