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InvestGlass Client Onboarding CRM pricing

#22 of 38 in Banking CRM Software

InvestGlass Client Onboarding CRM costs from 100 CHF on its cheapest paid plan; 3 plans in all, as listed on investglass.com — prices checked 28 Sep 2026.

6.9/10Editor score
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InvestGlass Client Onboarding CRM6.9 Visit InvestGlass

InvestGlass Client Onboarding CRM pricing at a glance

Plans From 100 CHF/user/mo · 30-day trial No free plan — trial or paid only. Prices checked 28 Sep 2026.
See plans on investglass.com

InvestGlass Client Onboarding CRM plans & pricing

PlanPriceKey limits
Starter100 CHF/user/mo Billed monthly · CHF 100 base
  • CRM lead and contact management
  • Approval process
  • Pipelines and dashboard
  • Unlimited automations
  • Unlimited records
Standard300 CHF/user/mo Billed monthly · CHF 300 base
  • Digital onboarding
  • FATCA/CRS and AML tools
  • E-signatures
  • OCR and liveness check
  • AI-powered pipelines
Enterprise500 CHF/user/mo Billed monthly · CHF 500 base
  • Client portal
  • Portfolio management
  • Risk monitoring
  • Model portfolios
  • On-premise hosting option

Prices as published by the vendor on investglass.com, checked 28 Sep 2026; taxes and regional pricing may differ. We do not change a plan's price or its limits — this table is what the vendor's own pricing page said on that date.

What the price includes

  • Free trial
    30 days · no card needed
  • Built for
    Small business, Mid-market, Enterprise
  • Integrations
    4 integrations: Sumsub, BasisID, Signatys, core banking systems
  • Free plan
    No
  • Paid from
    100 CHF/user/mo
  • RM workspace
    Yes

Our full InvestGlass Client Onboarding CRM verdict, fact sheet and score →

Prices checked by iTechGuides Editors · Editorial team · Updated Oct 2026

Advertiser disclosure: iTechGuides is reader-supported. We may earn a commission when you click some links. How we rank.

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