InvestGlass Client Onboarding CRM review
A banking CRM that combines regulated onboarding, relationship management and portfolio workflows.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
InvestGlass Client Onboarding CRM combines relationship management with digital onboarding for banks and wealth managers. Teams can collect client data and documents through configurable forms, maintain lead, contact and client profiles, and coordinate KYC, AML, risk assessment and approval workflows. Portfolio views, client communication tools and a portal extend the workspace beyond initial account opening. Its feature set fits smaller and mid-market financial firms that want onboarding and ongoing relationship activity in one banking-focused system, while larger institutions can use its Enterprise deployment option.
Pricing is paid monthly per user, with a 30-day trial and no continuing free plan. Starter costs CHF 100 per user per month and includes CRM lead and contact management, approval processes, pipelines, dashboards, unlimited automations and unlimited records. Standard costs CHF 300 per user per month and adds digital onboarding, FATCA/CRS and AML tools, e-signatures, OCR, liveness checks and AI-powered pipelines. Enterprise costs CHF 500 per user per month and adds a client portal, portfolio management, risk monitoring, model portfolios and an on-premise hosting option. The published plans show CHF as the billing currency, with final billing confirmed at checkout or through sales.
The platform runs on web and API connections, with cloud hosting in Switzerland or self-hosted deployment. Integrations include Sumsub, BasisID, Signatys and core banking systems, while custom integrations and webhooks support broader workflows. GDPR is listed as a compliance standard. This breadth suits firms coordinating onboarding, regulatory reviews and investment relationships across connected systems. Smaller teams should weigh the per-user cost as advanced functions move to higher tiers, and organizations seeking extensive vendor support may find the documentation-only support channel restrictive. Firms needing a focused CRM without regulated onboarding or portfolio requirements may prefer a simpler tool.
InvestGlass Client Onboarding CRM pros and cons
- Where it wins
- Digital onboarding with KYC, AML, OCR and liveness tools
- Approval workflows, automations and unlimited records in Starter
- Portfolio management, risk monitoring and client portal on Enterprise
- Where it doesn't
- Advanced onboarding and compliance tools require the CHF 300 Standard plan
- Portfolio and client portal capabilities require the CHF 500 Enterprise plan
- Published support channel is limited to documentation
InvestGlass Client Onboarding CRM fact sheet, pricing and score →
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