| Overview |
A comprehensive wealth management platform that combines CRM, financial planning, and client portal for financial advisors. |
A web-based diagramming application for creating flowcharts, org charts, UML diagrams, and technical architecture drawings. |
| Pricing |
Subscription (Custom pricing) |
Freemium (Free-$13.50/user/month) |
| Key Features |
- CRM
- Financial planning
- Client portal
- Reporting
- Risk assessment
- Proposal generation
- Account aggregation
- Workflow
|
- Flowcharts
- ER diagrams
- Org charts
- UML diagrams
- Network diagrams
- Real-time collaboration
- Data linking
- Import Visio files
|
| Pros |
- Comprehensive advisory platform
- Financial planning tools
- Client portal
- Risk assessment
|
- Powerful diagramming
- Great Visio alternative
- Real-time collaboration
- Many templates
|
| Cons |
- Expensive
- Complex setup
- Niche market
- Requires training
|
- Free plan is limited
- Can be slow
- Some diagrams need manual layout
- Enterprise pricing not transparent
|
