| Overview |
A comprehensive wealth management platform that combines CRM, financial planning, and client portal for financial advisors. |
Geckoboard is a real-time dashboard tool designed for displaying KPIs on TV screens and shared displays. It focuses on simplicity and clarity for team-wide visibility of key business metrics. |
| Pricing |
Subscription (Custom pricing) |
Paid ($39-559/mo) |
| Key Features |
- CRM
- Financial planning
- Client portal
- Reporting
- Risk assessment
- Proposal generation
- Account aggregation
- Workflow
|
- TV dashboards
- real-time data
- 60+ integrations
- custom widgets
- sharing
- status indicators
- goal tracking
- Slack integration
|
| Pros |
- Comprehensive advisory platform
- Financial planning tools
- Client portal
- Risk assessment
|
- Very easy to use
- Great TV display mode
- Clean design
- Quick setup
|
| Cons |
- Expensive
- Complex setup
- Niche market
- Requires training
|
- Limited data manipulation
- Basic visualizations
- Fewer integrations than competitors
- No drill-down capabilities
|
