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Pricing · 2026
InvestGlass CRM pricing
4 plans on the record · a free trial
Every plan
Starter
$100 a month
Billed monthly · CHF 100 base
per user · CRM lead and contact management · unlimited automations · unlimited records
Read 12 Oct 2026 · investglass.com
Standard
$300 a month
Billed monthly · CHF 300 base
per user · includes Starter · AI powered Pipelines · digital onboarding · FATCA/CRS & AML tools · e-signatures
Read 12 Oct 2026 · investglass.com
Enterprise
500 CHF a month
Billed monthly · CHF 500 base
per user · includes Standard · client portal · on-premise hosting option · portfolio management
Read 12 Oct 2026 · investglass.com
Ultimate
Priced on request
Everything in Enterprise · Core banking connection · On-premise hosting · On-premise AI · Custom projects with Swiss team
Read 19 Sep 2026 · investglass.com