Starter
$100 a month
per user · CRM lead and contact management · unlimited automations · unlimited records
Checked 12 Oct 2026
Plans and prices
InvestGlass CRM pricing
Standard
$300 a month
per user · includes Starter · AI powered Pipelines · digital onboarding · FATCA/CRS & AML tools · e-signatures
Checked 12 Oct 2026
Enterprise
500 CHF a month
per user · includes Standard · client portal · on-premise hosting option · portfolio management
Checked 12 Oct 2026
Ultimate
Not listed
Everything in Enterprise · Core banking connection · On-premise hosting · On-premise AI · Custom projects with Swiss team
Checked 19 Sep 2026