| Overview |
A comprehensive wealth management platform that combines CRM, financial planning, and client portal for financial advisors. |
Desygner is an online design tool that enables teams to create and manage branded marketing materials. It offers template locking, brand asset management, and enterprise features for maintaining brand consistency. |
| Pricing |
Subscription (Custom pricing) |
Freemium ($0-29.95/mo) |
| Key Features |
- CRM
- Financial planning
- Client portal
- Reporting
- Risk assessment
- Proposal generation
- Account aggregation
- Workflow
|
- Design editor
- template locking
- brand management
- PDF editing
- resize tool
- stock images
- team collaboration
- print integration
|
| Pros |
- Comprehensive advisory platform
- Financial planning tools
- Client portal
- Risk assessment
|
- Good brand management features
- Template locking for teams
- PDF editing
- Affordable
|
| Cons |
- Expensive
- Complex setup
- Niche market
- Requires training
|
- Less intuitive than competitors
- Smaller template library
- Limited community
|
