| Overview |
A comprehensive wealth management platform that combines CRM, financial planning, and client portal for financial advisors. |
Klipfolio is a dashboard and reporting platform that connects to hundreds of data services to create real-time business dashboards. It offers both self-service analytics and white-label reporting capabilities. |
| Pricing |
Subscription (Custom pricing) |
Paid ($90-800/mo) |
| Key Features |
- CRM
- Financial planning
- Client portal
- Reporting
- Risk assessment
- Proposal generation
- Account aggregation
- Workflow
|
- Real-time dashboards
- data connectors
- custom metrics
- white-label reports
- TV dashboards
- PowerMetrics
- data modeling
- API access
|
| Pros |
- Comprehensive advisory platform
- Financial planning tools
- Client portal
- Risk assessment
|
- Good connector library
- Affordable entry point
- TV dashboard mode
- White-label options
|
| Cons |
- Expensive
- Complex setup
- Niche market
- Requires training
|
- Limited advanced analytics
- Can be slow to load
- Smaller visualization library
- Complex formula language
|
