Buildertrend
Buildertrend is a construction management software that coordinates your entire building process by combining project scheduling, financial tracking, customer communication, and document management into one centralized digital platform.
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 | Buildertrend | InvestGlass |
|---|---|---|
| Website | buildertrend.com | investglass.com |
| Pricing Model | Subscription | Subscription |
| Starting Price | $499/month | $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 | 2006 | 2014 |
| Headquarters | Omaha, USA | Geneva, Switzerland |
Overview
Buildertrend
Buildertrend is a comprehensive construction management platform designed to help you run your building business more efficiently from the initial bid to the final warranty. You can move away from scattered spreadsheets and paper trails by centralizing your schedules, daily logs, and change orders in one place. It bridges the gap between the field and the office, ensuring your entire team stays synchronized on project timelines and budget updates in real-time.
You can manage your financial health with built-in tools for estimating, invoicing, and online payments while keeping your clients happy through a dedicated portal. The software is specifically built for home builders, remodelers, and specialty contractors who need to scale their operations without losing control of project details. By using the mobile app, you can capture photos and update logs directly from the job site, keeping everyone informed instantly.
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
Buildertrend Features
- Daily Logs Record progress and share weather updates or site photos from the field so your team stays informed every day.
- Project Scheduling Map out your entire project timeline with Gantt charts and notify subcontractors automatically when schedules shift or change.
- Customer Portal Give your clients a private login to view progress photos, sign documents, and make selections without constant phone calls.
- Financial Tracking Manage your budget by tracking expenses, creating purchase orders, and processing online payments to keep your cash flow steady.
- Bid Management Send out bid requests to your subcontractors and compare quotes side-by-side to ensure you get the best project pricing.
- Change Orders Create and send change orders for digital signature so you can get approvals and payments before the extra work begins.
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
Buildertrend Pricing
- Project scheduling
- Daily logs and photos
- Customer portal
- Document storage
- Messages and comments
- Standard integrations
- Everything in Essential, plus:
- Estimating tools
- Change orders
- Purchase orders
- Bid management
- QuickBooks & Xero integration
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
Buildertrend
Pros
- Centralizes all communication and documents in one place
- Excellent mobile app for real-time field updates
- Professional customer portal improves the client experience
- Strong scheduling tools with automated subcontractor notifications
Cons
- Significant learning curve for non-technical team members
- Higher price point compared to basic generic tools
- Initial setup requires a heavy time investment
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