tech from europe
AML & KYC Compliance

InvestGlass

🇨🇭 CH

Swiss AML and KYC automation for financial services

GDPRISO 27001
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InvestGlass is a Swiss platform combining CRM, digital onboarding, and compliance workflows for wealth managers and financial institutions. It offers AI-driven KYC and AML automation, risk scoring, and a self-service investor portal. Data is hosted in ISO-certified Swiss data centers, with GDPR, FINMA, and MiFID II compliance.

Replaces

InvestGlass is sought as a European alternative to:

Dow Jones Risk & ComplianceDow Jones Risk & ComplianceLexisNexis Risk SolutionsLexisNexis Risk SolutionsNICE ActimizeNICE Actimize

EU Trust Profile

What we verified against public sources, last checked 2026-08-31. Every point links to its evidence.

  • ISO 27001

    ISO 27001 certification is claimed for Swiss data centers.

    Evidence →
  • Self-hosting available

    On-premise deployment option is explicitly offered.

    Evidence →
  • Documented data export

    Documented import/export function is available in the platform settings.

    Evidence →

We list only what we could verify against a public source on the check date. A point that is absent was not established either way — it is not a finding against the vendor. The vendor's own information prevails.

Work at InvestGlass?

This badge is free for every vendor we list and has no bearing on the order of any list. It is issued on the basis of a verified European headquarters (CH) and the compliance points we checked against public sources — the date on it is the date we last checked.

InvestGlass — verified European company on tech-from-europe.euInvestGlass — verified European company on tech-from-europe.eu

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Reviews

Recurring themes, synthesized from public reviews across portals.

What users value

  • All-in-one client record system consolidating contacts, KYC, meeting history and pipeline stages
  • Configurable compliance workflows tailored to MiFID II and FINMA requirements
  • Digital onboarding with logic-based forms, e-signatures and automated document collection, cutting onboarding time by up to 50%
  • White-label client portal for secure document sharing and client engagement
  • Automation for reminders and follow-ups to maintain consistent client contact
  • Swiss data sovereignty with ISO 27001-certified hosting
  • Responsive support team
  • AI-powered Copilot features available across all pricing tiers

Where users see room to improve

  • · Steep UI learning curve, less intuitive than major CRM competitors
  • · Complex setup for workflows, forms and automations (4–8 weeks typical)
  • · Limited native integrations (Zapier, Postman, Temenos, Avaloq) with manual workarounds or custom API development required
  • · API access restricted to Enterprise tier (CHF 500/user/month)
  • · Basic reporting and dashboard capabilities, often requiring data export for advanced analysis