Celoxis
Celoxis is a comprehensive project management software that helps you plan, track, and collaborate on complex portfolios with integrated financial tracking and resource management tools.
InvestGlass
InvestGlass is an all-in-one wealth management platform providing automated CRM, portfolio management, and client onboarding tools to help financial institutions and investment professionals streamline their daily operations.
Quick Comparison
| Feature | Celoxis | InvestGlass |
|---|---|---|
| Website | celoxis.com | investglass.com |
| Pricing Model | Subscription | Subscription |
| Starting Price | $25/month | $99/month |
| FREE Trial | ✓ 30 days free trial | ✓ 14 days free trial |
| Free Plan | ✘ No free plan | ✘ No free plan |
| Product Demo | ✓ Request demo here | ✓ Request demo here |
| Deployment | ||
| Integrations | ||
| Target Users | ||
| Target Industries | ||
| Customer Count | 0 | 0 |
| Founded Year | 2001 | 2014 |
| Headquarters | Pune, India | Geneva, Switzerland |
Overview
Celoxis
Celoxis provides you with a centralized platform to manage complex project portfolios and team resources. You can move beyond simple task lists by using powerful scheduling engines that handle inter-project dependencies, resource constraints, and varying work calendars. It helps you maintain a clear view of your project health through real-time dashboards and automated reporting, ensuring you stay on top of budgets and deadlines without manual data entry.
You can streamline your entire project lifecycle from initial request to final delivery. The platform solves the problem of fragmented data by combining project planning, time tracking, expense management, and client collaboration in one place. Whether you are managing a PMO or a professional services team, you can optimize your resource utilization and improve profit margins with its built-in financial intelligence and capacity planning tools.
InvestGlass
InvestGlass provides a unified workspace designed specifically for the financial services industry. You can manage your entire client lifecycle from a single interface, combining a powerful CRM with automated onboarding and portfolio monitoring tools. The platform helps you eliminate fragmented data by centralizing client interactions, investment preferences, and regulatory compliance documents in one secure location.
You can automate repetitive tasks like KYC updates, digital signature requests, and portfolio rebalancing alerts. Whether you are an independent asset manager or part of a large retail bank, the software adapts to your specific regulatory environment. It allows you to deliver personalized investment advice at scale while maintaining strict adherence to MiFID II and LSFin standards through built-in compliance engines.
Overview
Celoxis Features
- Advanced Scheduling Build dynamic project plans that automatically adjust to resource availability, time zones, and complex task dependencies across your entire portfolio.
- Resource Management Allocate your team members based on their skills and availability to ensure nobody is over-allocated while maximizing billable hours.
- Financial Tracking Track project costs, revenues, and profit margins in real-time with integrated time logs, expense reports, and custom financial indicators.
- Project Request Tracking Streamline how you receive and evaluate new project requests with a customizable intake system that helps you prioritize high-value work.
- Portfolio Dashboards Create visual, drill-down reports and dashboards to get a 360-degree view of project health and team performance across your organization.
- Client Collaboration Invite your clients into a dedicated portal where they can view project progress, share files, and participate in discussions.
InvestGlass Features
- Digital Onboarding. Onboard new clients faster with customizable digital forms, automated KYC checks, and integrated electronic signature tools.
- Portfolio Management. Monitor your assets in real-time with automated position tracking, performance reporting, and risk analysis across multiple accounts.
- Compliance Engine. Automate your regulatory checks for MiFID II and local standards to ensure every investment recommendation remains fully compliant.
- Client Portal. Give your clients secure access to their portfolios, performance reports, and document vaults through a branded web interface.
- Marketing Automation. Send personalized investment proposals and newsletters to specific client segments based on their unique risk profiles and interests.
- Order Management. Execute trades and manage orders directly through the platform with connectivity to various brokers and execution platforms.
Pricing Comparison
Celoxis Pricing
- All features included
- Free client portals
- 2GB storage per user
- 99.99% uptime SLA
- Daily backups
- Virtual private cloud options
- One-time payment model
- Host on your own servers
- Full data control
- Free client portals
- Includes 1 year of support
- Custom security configurations
InvestGlass Pricing
- Core CRM functionality
- Digital onboarding tools
- Document management
- Email marketing integration
- Basic reporting
- Standard API access
- Everything in Professional, plus:
- Advanced portfolio management
- White-label client portal
- Custom compliance rules
- Multi-custodian data feeds
- Priority technical support
Pros & Cons
Celoxis
Pros
- Powerful scheduling engine handles complex dependencies easily
- Highly customizable dashboards and reporting capabilities
- Excellent balance between enterprise power and usability
- Integrated financial and resource management in one tool
Cons
- Mobile app interface is less intuitive than desktop
- Steeper learning curve for non-technical team members
- Initial setup and configuration takes significant time
InvestGlass
Pros
- Highly customizable interface adapts to specific financial workflows
- Strong focus on European and Swiss regulatory compliance
- Consolidates multiple tools into one single login
- Excellent automation for client onboarding and KYC
Cons
- Initial setup requires significant time for data migration
- Learning curve for advanced portfolio rebalancing features
- Public pricing is not readily available for budgeting