| Overview |
A comprehensive wealth management platform that combines CRM, financial planning, and client portal for financial advisors. |
Now Keap, this was the original small business CRM and email marketing platform known for powerful campaign builder. |
| Pricing |
Subscription (Custom pricing) |
Subscription ($249-custom/mo) |
| Key Features |
- CRM
- Financial planning
- Client portal
- Reporting
- Risk assessment
- Proposal generation
- Account aggregation
- Workflow
|
- Campaign builder
- CRM
- E-commerce
- Automation
- Landing pages
- Invoicing
- Appointments
|
| Pros |
- Comprehensive advisory platform
- Financial planning tools
- Client portal
- Risk assessment
|
- Powerful campaign builder
- All-in-one
- Good automation
- Long track record
|
| Cons |
- Expensive
- Complex setup
- Niche market
- Requires training
|
- Rebranded to Keap
- Expensive
- Complex
|
