| Overview |
A comprehensive wealth management platform that combines CRM, financial planning, and client portal for financial advisors. |
A Salesforce integration tool that brings CRM functionality directly into Gmail and Outlook for seamless sales workflow. |
| Pricing |
Subscription (Custom pricing) |
Subscription ($14-$21/user/month) |
| Key Features |
- CRM
- Financial planning
- Client portal
- Reporting
- Risk assessment
- Proposal generation
- Account aggregation
- Workflow
|
- Salesforce sidebar
- Email tracking
- Calendar sync
- Meeting scheduler
- Sales cadences
- Buyer signals
- Attachment tracking
- Templates
|
| Pros |
- Comprehensive advisory platform
- Financial planning tools
- Client portal
- Risk assessment
|
- Deep Salesforce integration
- Works in email
- Easy to adopt
- Good scheduling
|
| Cons |
- Expensive
- Complex setup
- Niche market
- Requires training
|
- Requires Salesforce
- Limited standalone value
- Basic CRM features
- Dependent on email client
|
