| Overview |
A comprehensive wealth management platform that combines CRM, financial planning, and client portal for financial advisors. |
Visual automation platform (formerly Integromat) for connecting apps and designing complex workflows with branching logic. |
| Pricing |
Subscription (Custom pricing) |
Freemium ($0-16.67/mo) |
| Key Features |
- CRM
- Financial planning
- Client portal
- Reporting
- Risk assessment
- Proposal generation
- Account aggregation
- Workflow
|
- Visual workflow builder
- 1000+ apps
- Branching
- Error handling
- Scheduling
- Data stores
- Templates
|
| Pros |
- Comprehensive advisory platform
- Financial planning tools
- Client portal
- Risk assessment
|
- Visual builder
- Complex logic support
- Affordable
- Data stores
|
| Cons |
- Expensive
- Complex setup
- Niche market
- Requires training
|
- Learning curve
- Can be complex
- Smaller app directory than Zapier
|
