| Overview |
A comprehensive wealth management platform that combines CRM, financial planning, and client portal for financial advisors. |
Chorus.ai is a conversation intelligence platform acquired by ZoomInfo that records and analyzes sales calls and meetings. It helps teams identify winning behaviors and replicate success across the organization. |
| Pricing |
Subscription (Custom pricing) |
Paid ($100-150/user/mo) |
| Key Features |
- CRM
- Financial planning
- Client portal
- Reporting
- Risk assessment
- Proposal generation
- Account aggregation
- Workflow
|
- Call recording
- AI analysis
- deal intelligence
- relationship intelligence
- onboarding tools
- CRM integration
- market insights
|
| Pros |
- Comprehensive advisory platform
- Financial planning tools
- Client portal
- Risk assessment
|
- Strong call analysis capabilities
- Good integration with ZoomInfo
- Effective coaching tools
- Real-time alerts
|
| Cons |
- Expensive
- Complex setup
- Niche market
- Requires training
|
- Now bundled with ZoomInfo pricing
- Can be slow to process recordings
- Limited standalone availability
|
