| Overview |
A comprehensive wealth management platform that combines CRM, financial planning, and client portal for financial advisors. |
Easil is a drag-and-drop design platform focused on team collaboration and brand management. It offers template locking and permission features that help teams maintain brand consistency across all visual content. |
| Pricing |
Subscription (Custom pricing) |
Paid ($7.50-75/mo) |
| Key Features |
- CRM
- Financial planning
- Client portal
- Reporting
- Risk assessment
- Proposal generation
- Account aggregation
- Workflow
|
- Drag-and-drop editor
- template locking
- brand management
- team permissions
- print-ready exports
- stock images
- GIF maker
- approval workflows
|
| Pros |
- Comprehensive advisory platform
- Financial planning tools
- Client portal
- Risk assessment
|
- Good team and brand features
- Template locking
- Affordable
- Print-ready exports
|
| Cons |
- Expensive
- Complex setup
- Niche market
- Requires training
|
- Smaller template library
- Less well-known
- Limited integrations
|
