InvestGlass Pricing Overview

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Free Trial

Starter

CHF50.00

1 Seat Per Month

Out-of-the-box customer support for small teams

Standard

CHF200.00

1 Seat Per Month

The simple CRM-suite hosted in Switzerland

Enterprise

CHF500.00

1 Seat Per Month

The best solution for financial professionals.

Seat/month

InvestGlass has 3 pricing editions, from CHF50 to CHF500. A free trial of InvestGlass is also available. Look at different pricing editions below and see what edition and features meet your budget and needs.

Pricing information for InvestGlass is supplied by the software provider or retrieved from publicly accessible pricing materials. Final cost negotiations to purchase InvestGlass must be conducted with the seller.

Pricing information was last updated on December 24, 2024

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InvestGlass Alternatives Pricing

The following is a quick overview of editions offered by other Investment Portfolio Management Software

Zoho CRM Free Edition	Free	With three free users and essentials like leads, documents and mobile apps, it’s a perfect fit for your home business. Leads, Contacts, Accounts Tasks, Events, Call log, and Notes Opportunities Advanced filters Page customization Custom list views Workflow management Standard reports Integration with Facebook, Twitter and Google+ Marketing automation Web forms and more.. Show More
Vendasta AI Platform Starter	$0.00Per Month	$0 with $119/month minimum of wholesale products and services At Signing: $119 platform fee covers your first month. Month 2+: Each $1 spent on select products = $1 off your subscription fee. For startup agencies and solopreneurs getting started Wholesale pricing for resellable Vendasta products & services 1 Team Member seat 10 Snapshot Reports / month Co-branding with Vendasta Show More
Dock Free	Free	For individuals & small teams 50 workspaces Basic integrations (Slack, Zoom, Loom, Typeform, Google, Airtable, Pandadoc, Wistia, Youtube, etc.)

Various alternatives pricing & plans

Free Trial

Pricing information for the above various InvestGlass alternatives is supplied by the respective software provider or retrieved from publicly accessible pricing materials. Final cost negotiations to purchase any of these products must be conducted with the seller.