| Overview |
A comprehensive wealth management platform that combines CRM, financial planning, and client portal for financial advisors. |
Time tracking and invoicing tool for teams with project budgets, expense tracking, and integration with popular tools. |
| Pricing |
Subscription (Custom pricing) |
Subscription ($12/mo) |
| Key Features |
- CRM
- Financial planning
- Client portal
- Reporting
- Risk assessment
- Proposal generation
- Account aggregation
- Workflow
|
- Time tracking
- Invoicing
- Expense tracking
- Project budgets
- Reports
- Forecasting
- Integrations
|
| Pros |
- Comprehensive advisory platform
- Financial planning tools
- Client portal
- Risk assessment
|
- Time tracking + invoicing
- Good integrations
- Team features
- Reliable
|
| Cons |
- Expensive
- Complex setup
- Niche market
- Requires training
|
- Expensive per user
- Limited project management
- Basic reporting
|
