Investglass helps you automate and make your business smarter. This program allows you to manage marketing campaigns. The automation tools it offers are marketing automation, a powerful tool that collects the necessary information for you by sending an email and then evaluates the risk profile. Overall, these automations help you reach - breed - conversion and pointer method. Another feature of this program is digital installation. With this file, the recruitment process for your new employees is no longer time-consuming. Swiss CRM hosted in the Swiss cloud helps you increase your sales and provide better service to your customers. Portfolio management for private retail banks, cryptocurrencies. This tool connects to marketing automation and plays thousands of PDF reports or consultants in minutes. Everything you need to grow your business, such as client portal, audit trail, client chat, invoice and contract, portfolio management, approval process and more. This program is offered in three versions: starter, complete and digital. The starter version offers you features such as digital installation, agenda and tasks, invoice and CRM. The full version, which is the most popular version, has automation, approval process, travel request, registration license, audit follow-up and customer support. By registering in this program, the support team offers you the following services: providing more than 100 articles on each feature, video tutorials and production of weekly videos on each new feature in French and English, quality customer support, access to the Roadmap , high security standards and regular backups, new monthly content about the journey and the user's exact pattern. The possibilities of this program are many. For example, in each area we are introducing different features: in investment management, this program includes audit trail, commodity futures, compliance management, data visualization, financial analysis, modeling and simulation. Digital tools in this program provide you with features such as activity tracking, digital installation, document storage, order management, risk assessment. The CRM program offers features such as campaign management, customizable fields, head catch, opportunity management, referral referrals and more.