| Overview |
A comprehensive wealth management platform that combines CRM, financial planning, and client portal for financial advisors. |
Nimble CRM applied to real estate workflows with social enrichment and contact management for agents managing relationships. |
| Pricing |
Subscription (Custom pricing) |
Subscription ($24.90/user/month) |
| Key Features |
- CRM
- Financial planning
- Client portal
- Reporting
- Risk assessment
- Proposal generation
- Account aggregation
- Workflow
|
- Social enrichment
- Contact management
- Pipeline management
- Email tracking
- Prospector
- Group messaging
- Tags
- Activity tracking
|
| Pros |
- Comprehensive advisory platform
- Financial planning tools
- Client portal
- Risk assessment
|
- Social media integration
- Contact enrichment
- Affordable
- Good for networking agents
|
| Cons |
- Expensive
- Complex setup
- Niche market
- Requires training
|
- Not RE-specific
- No MLS integration
- Basic pipeline
- Limited transaction features
|
