---
description: Learn more about InvestGlass pricing, benefits, and disadvantages for your business in Canada. Read verified software reviews and find tools that fit your business needs.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress
title: InvestGlass Pricing, Reviews & Features - Capterra Canada 2026
---

Breadcrumb: [Home](/) > [Investment Management Software](/directory/20010/investment-management/software) > [InvestGlass](/software/1012902/investglass-crm--pms) > [InvestGlass Alternatives](https://www.capterra.ca/alternatives/1012902/investglass-crm--pms)

# Alternatives to InvestGlass

Canonical: https://www.capterra.ca/alternatives/1012902/investglass-crm--pms

> Explore the top alternatives to InvestGlass. Compare features, ratings, and reviews to find the best software for your needs.

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## Top Alternatives

1. **Morningstar Direct** — 4.1/5 (251 reviews) — Morningstar Direct offers data, research, and tools to help investment professionals make confident decisions and streamline workflows.
   - [View profile](https://www.capterra.ca/software/1074481/Morningstar-Direct)
   - [Compare vs InvestGlass](https://www.capterra.ca/compare/1012902/1074481/investglass-crm--pms/vs/Morningstar-Direct)
2. **Creatio CRM** — 4.7/5 (133 reviews) — Best-in-class financial services CRM and workflow platform with no-code and AI at its core.
   - [View profile](https://www.capterra.ca/software/130149/bpm-online-crm)
   - [Compare vs InvestGlass](https://www.capterra.ca/compare/130149/1012902/bpm-online-crm/vs/investglass-crm--pms)
3. **DealCloud** — 4.5/5 (21 reviews) — Intapp DealCloud lets investment managers streamline deal flow, track performance, and manage investor relationships in one platform.
   - [View profile](https://www.capterra.ca/software/139967/dealcloud)
   - [Compare vs InvestGlass](https://www.capterra.ca/compare/139967/1012902/dealcloud/vs/investglass-crm--pms)
4. **MadeMarket** — 4.8/5 (20 reviews) — A purpose-built tool that lets businesses manage relationships, access contacts, build buyer lists, monitor active deals, and more.
   - [View profile](https://www.capterra.ca/software/1033660/mademarket)
   - [Compare vs InvestGlass](https://www.capterra.ca/compare/1012902/1033660/investglass-crm--pms/vs/mademarket)
5. **Financial Services Cloud** — 4.8/5 (5 reviews) — Learn how to transform every client relationship into a wealth of new opportunities.
   - [View profile](https://www.capterra.ca/software/166075/financial-crm)
   - [Compare vs InvestGlass](https://www.capterra.ca/compare/166075/1012902/financial-crm/vs/investglass-crm--pms)
6. **monday.com** — 4.6/5 (5726 reviews) — Work management platform that helps teams streamline projects, sales, marketing \& engineering processes with real-time collaboration.
   - [View profile](https://www.capterra.ca/software/147657/monday-com)
   - [Compare vs InvestGlass](https://www.capterra.ca/compare/147657/1012902/monday-com/vs/investglass-crm--pms)
7. **Brevo** — 4.6/5 (3411 reviews) — Brevo is a software that offers businesses with email/SMS marketing, automation, CRM, live chat, and transactional email tools.
   - [View profile](https://www.capterra.ca/software/132996/brevo)
   - [Compare vs InvestGlass](https://www.capterra.ca/compare/132996/1012902/brevo/vs/investglass-crm--pms)
8. **Jobber** — 4.6/5 (1420 reviews) — Field service software that helps home service pros schedule work, manage quotes, and send invoices, all in one place.
   - [View profile](https://www.capterra.ca/software/127994/jobber)
   - [Compare vs InvestGlass](https://www.capterra.ca/compare/127994/1012902/jobber/vs/investglass-crm--pms)
9. **HubSpot CRM** — 4.5/5 (4453 reviews) — Customer relationship management solution that helps businesses organize, track, and build relationships with leads and customers.
   - [View profile](https://www.capterra.ca/software/152373/hubspot-crm)
   - [Compare vs InvestGlass](https://www.capterra.ca/compare/152373/1012902/hubspot-crm/vs/investglass-crm--pms)
10. **Airtable** — 4.6/5 (2222 reviews) — Airtable is the AI-powered app platform that unifies data, maximizes collaboration, and powers smarter workflows — no code required.
    - [View profile](https://www.capterra.ca/software/146652/airtable)
    - [Compare vs InvestGlass](https://www.capterra.ca/compare/146652/1012902/airtable/vs/investglass-crm--pms)
11. **Freshdesk** — 4.5/5 (3409 reviews) — Freshdesk is a customer support software that helps businesses streamline support operations and enhance customer experiences.
    - [View profile](https://www.capterra.ca/software/124981/freshdesk)
    - [Compare vs InvestGlass](https://www.capterra.ca/compare/124981/1012902/freshdesk/vs/investglass-crm--pms)
12. **Clio** — 4.7/5 (1691 reviews) — Ranked \#1 and with the most 5-star reviews on Capterra, Clio is the only intelligent legal work platform with context-aware AI.
    - [View profile](https://www.capterra.ca/software/105428/clio)
    - [Compare vs InvestGlass](https://www.capterra.ca/compare/105428/1012902/clio/vs/investglass-crm--pms)
13. **LiveAgent** — 4.7/5 (1754 reviews) — Award-winning live chat, help desk, ticketing and call center software with AI, now UP TO 75% OFF. Start for free with a 30-day trial.
    - [View profile](https://www.capterra.ca/software/102188/liveagent)
    - [Compare vs InvestGlass](https://www.capterra.ca/compare/102188/1012902/liveagent/vs/investglass-crm--pms)
14. **Constant Contact** — 4.3/5 (2913 reviews) — Constant Contact is an email marketing software that helps businesses create and send marketing campaigns to achieve business goals.
    - [View profile](https://www.capterra.ca/software/31898/constant-contact)
    - [Compare vs InvestGlass](https://www.capterra.ca/compare/31898/1012902/constant-contact/vs/investglass-crm--pms)
15. **Kangaroo** — 4.9/5 (249 reviews) — All the tools you need to grow your business through customer loyalty — attract, retain, and engage, all within Kangaroo.
    - [View profile](https://www.capterra.ca/software/149363/kangaroo-rewards)
    - [Compare vs InvestGlass](https://www.capterra.ca/compare/149363/1012902/kangaroo-rewards/vs/investglass-crm--pms)

## Related Categories

- [Investment Management Software](https://www.capterra.ca/directory/20010/investment-management/software)
- [CRM Software](https://www.capterra.ca/directory/2/customer-relationship-management/software)

## Links

- [View on Capterra](https://www.capterra.ca/alternatives/1012902/investglass-crm--pms)
- [View Product Profile](https://www.capterra.ca/software/1012902/investglass-crm--pms)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.capterra.com/p/230007/InvestGlass-CRM--PMS/alternatives/> |
| en-AE | <https://www.capterra.ae/alternatives/1012902/investglass-crm--pms> |
| en-AU | <https://www.capterra.com.au/alternatives/1012902/investglass-crm--pms> |
| en-CA | <https://www.capterra.ca/alternatives/1012902/investglass-crm--pms> |
| en-GB | <https://www.capterra.co.uk/alternatives/1012902/investglass-crm--pms> |
| en-IE | <https://www.capterra.ie/alternatives/1012902/investglass-crm--pms> |
| en-IL | <https://www.capterra.co.il/alternatives/1012902/investglass-crm--pms> |
| en-IN | <https://www.capterra.in/alternatives/1012902/investglass-crm--pms> |
| en-NZ | <https://www.capterra.co.nz/alternatives/1012902/investglass-crm--pms> |
| en-SG | <https://www.capterra.com.sg/alternatives/1012902/investglass-crm--pms> |
| en-ZA | <https://www.capterra.co.za/alternatives/1012902/investglass-crm--pms> |
| fr | <https://www.capterra.fr/alternatives/1012902/investglass-crm--pms> |
| fr-BE | <https://fr.capterra.be/alternatives/1012902/investglass-crm--pms> |
| fr-CA | <https://fr.capterra.ca/alternatives/1012902/investglass-crm--pms> |
| fr-LU | <https://www.capterra.lu/alternatives/1012902/investglass-crm--pms> |
| ja | <https://www.capterra.jp/alternatives/1012902/investglass-crm--pms> |

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