| Overview |
A comprehensive wealth management platform that combines CRM, financial planning, and client portal for financial advisors. |
A free freelancer management tool now part of Fiverr Workspace offering proposals, contracts, invoicing, and time tracking. |
| Pricing |
Subscription (Custom pricing) |
Freemium (Free-$18/month) |
| Key Features |
- CRM
- Financial planning
- Client portal
- Reporting
- Risk assessment
- Proposal generation
- Account aggregation
- Workflow
|
- Proposals
- Contracts
- Invoicing
- Time tracking
- Expense tracking
- Tasks
- Reporting
- Payment processing
|
| Pros |
- Comprehensive advisory platform
- Financial planning tools
- Client portal
- Risk assessment
|
- Free core features
- Clean interface
- Good for freelancers
- Fiverr integration
|
| Cons |
- Expensive
- Complex setup
- Niche market
- Requires training
|
- Limited accounting
- Fiverr ecosystem
- Basic reporting
- Small team
|
