| Overview |
A comprehensive wealth management platform that combines CRM, financial planning, and client portal for financial advisors. |
Consensus is an AI search engine for scientific research that provides evidence-based answers from peer-reviewed papers. It synthesizes findings across studies and indicates the level of scientific consensus on a given topic. |
| Pricing |
Subscription (Custom pricing) |
Freemium ($0-9/mo) |
| Key Features |
- CRM
- Financial planning
- Client portal
- Reporting
- Risk assessment
- Proposal generation
- Account aggregation
- Workflow
|
- Scientific search
- evidence synthesis
- consensus meter
- paper summaries
- citation export
|
| Pros |
- Comprehensive advisory platform
- Financial planning tools
- Client portal
- Risk assessment
|
- Evidence-based answers
- Shows scientific consensus
- Clean interface
- Great for fact-checking
|
| Cons |
- Expensive
- Complex setup
- Niche market
- Requires training
|
- Limited to indexed papers
- Can oversimplify complex topics
- Coverage gaps in some fields
|
