| Overview |
A comprehensive wealth management platform that combines CRM, financial planning, and client portal for financial advisors. |
Google's video conferencing service integrated with Google Workspace for secure business meetings and collaboration. |
| Pricing |
Subscription (Custom pricing) |
Freemium ($0-18/mo) |
| Key Features |
- CRM
- Financial planning
- Client portal
- Reporting
- Risk assessment
- Proposal generation
- Account aggregation
- Workflow
|
- Video meetings
- Screen sharing
- Recording
- Live captions
- Breakout rooms
- Polls
- Q&A
- Calendar integration
|
| Pros |
- Comprehensive advisory platform
- Financial planning tools
- Client portal
- Risk assessment
|
- Google integration
- Easy to use
- Good quality
- Free tier
|
| Cons |
- Expensive
- Complex setup
- Niche market
- Requires training
|
- Google dependency
- Limited features vs Zoom
- Requires browser
|
