| Overview |
One of the world's largest payroll and HR solutions providers offering services for businesses from small to enterprise. |
A modern CRM designed specifically for financial advisors that combines contact management with workflow automation and social integration. |
| Pricing |
Subscription (Custom pricing) |
Subscription ($45-$59/user/month) |
| Key Features |
- Payroll processing
- Tax filing
- Benefits administration
- Time tracking
- Talent management
- HR outsourcing
- Compliance
- Analytics
|
- Contact management
- Pipeline tracking
- Task management
- Social integration
- Email integration
- Reporting
- Workflow automation
- Mobile app
|
| Pros |
- Industry leader
- Scalable for any size
- Comprehensive features
- Strong compliance
|
- Modern interface for advisors
- Easy to learn
- Good integrations with financial tools
- Social media integration
|
| Cons |
- Complex interface
- Expensive
- Customer support varies
- Outdated UX in some areas
|
- Limited to financial advisory
- Basic reporting
- Smaller feature set
- No marketing automation
|
