Facilio
Facilio is an AI-driven property operations platform that centralizes building data, maintenance workflows, and energy management into a single interface to help you optimize real estate portfolio performance.
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 | Facilio | InvestGlass |
|---|---|---|
| Website | facilio.com | investglass.com |
| Pricing Model | Custom | Subscription |
| Starting Price | Custom Pricing | $99/month |
| FREE Trial | ✘ No 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 | 2017 | 2014 |
| Headquarters | New York, USA | Geneva, Switzerland |
Overview
Facilio
Facilio helps you transform how you manage large real estate portfolios by connecting building systems, people, and processes in one place. Instead of juggling disconnected tools for maintenance, sustainability, and tenant experience, you get a unified platform that provides real-time visibility into every corner of your operations. You can automate work orders, track asset health, and monitor energy consumption across multiple sites simultaneously.
The platform is designed for enterprise property owners and facility managers who need to move beyond reactive repairs to data-driven operations. By integrating with your existing Building Management Systems (BMS) and IoT sensors, it allows you to predict equipment failures before they happen and reduce operational costs. You can empower your field teams with mobile tools while giving executives the high-level insights needed to hit sustainability goals.
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
Facilio Features
- Unified CMMS Streamline your maintenance by automating work orders, inspections, and preventive schedules across all your properties in one place.
- Connected Buildings Integrate your existing BMS, fire safety, and elevator systems into a central dashboard for real-time monitoring and control.
- Sustainability Management Track your energy consumption and carbon footprint in real-time to identify waste and meet your ESG compliance goals.
- Predictive Maintenance Use AI-driven insights to spot equipment anomalies early, allowing you to fix issues before they lead to costly downtime.
- Tenant Experience Portal Provide your occupants with a modern mobile app to book amenities, log service requests, and receive building updates.
- Inventory & Spares Manage your stock levels across multiple locations and automate purchase orders so you never run out of critical parts.
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
Facilio Pricing
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
Facilio
Pros
- Centralizes data from multiple legacy building systems effectively
- Highly customizable workflows adapt to your specific processes
- Excellent mobile app for technicians working in the field
- Strong real-time energy monitoring and reporting capabilities
Cons
- Initial setup and integration requires significant time
- Learning curve for users unfamiliar with IoT platforms
- Custom pricing makes it expensive for smaller buildings
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