CoConstruct
CoConstruct is a comprehensive construction management software designed for custom home builders and remodelers to coordinate projects, communicate with clients, and manage financial data from a single 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 | CoConstruct | InvestGlass |
|---|---|---|
| Website | co-construct.com | investglass.com |
| Pricing Model | Subscription | Subscription |
| Starting Price | $399/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 | 2005 | 2014 |
| Headquarters | Charlottesville, USA | Geneva, Switzerland |
Overview
CoConstruct
CoConstruct is a dedicated management platform built specifically for the unique needs of custom home builders and remodelers. You can bring your entire project lifecycle into one space, from the initial lead and estimation phase through to scheduling and final warranty. It eliminates the chaos of scattered spreadsheets and endless email threads by centralizing your communication with team members, subcontractors, and clients.
You can manage your project financials with precision by syncing your estimates directly with your budget and actual costs. The platform also features a dedicated client portal where homeowners can make selections, sign off on change orders, and view progress photos. This transparency helps you build trust with your clients while ensuring your field crews stay on schedule with mobile-access task lists and time tracking.
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
CoConstruct Features
- Single-Entry Estimating Create accurate estimates that automatically update your project budget and client selection sheets to prevent costly data entry errors.
- Client Selection Portal Let your clients choose finishes and fixtures online while automatically tracking how their choices impact the total project price.
- Drag-and-Drop Scheduling Coordinate your crews and subcontractors with visual schedules that send automatic notifications whenever you make a date change.
- Change Order Management Generate, send, and track digital change orders so you can get legal sign-offs and payments before the extra work begins.
- Mobile Time Tracking Track your team's hours and GPS locations directly from the jobsite to ensure accurate payroll and project costing.
- Lead Management CRM Organize your sales pipeline and follow up with prospective clients to turn more inquiries into signed construction contracts.
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
CoConstruct Pricing
- Unlimited users
- Project scheduling
- Communication tools
- To-do lists
- Files and photos
- Lead management
- Everything in Essential, plus:
- Estimating and proposals
- Selection management
- Change orders
- QuickBooks integration
- Budget tracking
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
CoConstruct
Pros
- Excellent client portal improves homeowner satisfaction
- Robust QuickBooks integration streamlines financial reporting
- Unlimited user seats allow for easy subcontractor access
- Centralized communication reduces errors and disputes
- Mobile app is highly functional for field crews
Cons
- Significant time investment required for initial setup
- Higher starting price point than some competitors
- Steep learning curve for non-technical staff
- Estimating tool can feel complex for simple jobs
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