| Overview |
A comprehensive wealth management platform that combines CRM, financial planning, and client portal for financial advisors. |
A simple contact management tool originally by Basecamp that helps small teams track contacts, deals, and communication. |
| Pricing |
Subscription (Custom pricing) |
Subscription ($24-$49/month) |
| Key Features |
- CRM
- Financial planning
- Client portal
- Reporting
- Risk assessment
- Proposal generation
- Account aggregation
- Workflow
|
- Contact management
- Deal tracking
- Email integration
- Notes and tasks
- Tags
- Bulk email
- Import/Export
- Mobile app
|
| Pros |
- Comprehensive advisory platform
- Financial planning tools
- Client portal
- Risk assessment
|
- Very simple to use
- Clean interface
- Good for small teams
- Affordable flat pricing
|
| Cons |
- Expensive
- Complex setup
- Niche market
- Requires training
|
- No longer actively developed
- Very basic features
- Limited automation
- Minimal integrations
|
