| Overview |
A comprehensive wealth management platform that combines CRM, financial planning, and client portal for financial advisors. |
Brandwatch Social (formerly Falcon.io) is an enterprise social media management suite combining publishing, advertising, engagement, and measurement in one platform. It integrates with Brandwatch's powerful consumer intelligence. |
| Pricing |
Subscription (Custom pricing) |
Paid (Custom pricing) |
| Key Features |
- CRM
- Financial planning
- Client portal
- Reporting
- Risk assessment
- Proposal generation
- Account aggregation
- Workflow
|
- Social publishing
- content calendar
- engagement hub
- measurement & benchmarking
- social advertising
- audience management
- content pool
- campaign management
|
| Pros |
- Comprehensive advisory platform
- Financial planning tools
- Client portal
- Risk assessment
|
- Enterprise-grade features
- Strong analytics
- Content pool for asset management
- Brandwatch integration
|
| Cons |
- Expensive
- Complex setup
- Niche market
- Requires training
|
- Expensive
- Complex setup
- Requires training
|
