| Overview |
A comprehensive wealth management platform that combines CRM, financial planning, and client portal for financial advisors. |
A curated collection of free PSD mockups for presenting design work in realistic settings. |
| Pricing |
Subscription (Custom pricing) |
Free (Free) |
| Key Features |
- CRM
- Financial planning
- Client portal
- Reporting
- Risk assessment
- Proposal generation
- Account aggregation
- Workflow
|
- Free mockups
- PSD files
- Curated collection
- Device mockups
- Branding mockups
- Print mockups
- Packaging mockups
- Scene creators
|
| Pros |
- Comprehensive advisory platform
- Financial planning tools
- Client portal
- Risk assessment
|
- Completely free
- Good curation
- Various categories
- PSD format
|
| Cons |
- Expensive
- Complex setup
- Niche market
- Requires training
|
- Limited selection
- PSD only
- No generator tool
- Quality varies
|
