| Overview |
A comprehensive wealth management platform that combines CRM, financial planning, and client portal for financial advisors. |
Intuitive Kanban-style task management tool with smart automations and integration with MindMeister mind maps. |
| Pricing |
Subscription (Custom pricing) |
Freemium ($0-12.50/mo) |
| Key Features |
- CRM
- Financial planning
- Client portal
- Reporting
- Risk assessment
- Proposal generation
- Account aggregation
- Workflow
|
- Kanban boards
- Automations
- Time tracking
- Reports
- Integrations
- MindMeister link
- Agenda
|
| Pros |
- Comprehensive advisory platform
- Financial planning tools
- Client portal
- Risk assessment
|
- Clean interface
- Good automations
- MindMeister integration
- Easy to use
|
| Cons |
- Expensive
- Complex setup
- Niche market
- Requires training
|
- Limited views
- Basic features
- Small team focus
|
