| Overview |
A comprehensive wealth management platform that combines CRM, financial planning, and client portal for financial advisors. |
A free expense management and corporate card platform now part of BILL with real-time budgeting and automated reporting. |
| Pricing |
Subscription (Custom pricing) |
Free (Free (revenue from interchange)) |
| Key Features |
- CRM
- Financial planning
- Client portal
- Reporting
- Risk assessment
- Proposal generation
- Account aggregation
- Workflow
|
- Corporate cards
- Real-time budgets
- Expense management
- Automated reporting
- Receipt capture
- Approval workflows
- Virtual cards
- Accounting sync
|
| Pros |
- Comprehensive advisory platform
- Financial planning tools
- Client portal
- Risk assessment
|
- Completely free
- Real-time budgeting
- Good approval workflows
- Virtual cards
|
| Cons |
- Expensive
- Complex setup
- Niche market
- Requires training
|
- BILL acquisition changes
- Limited card rewards
- Requires credit approval
- US only
|
