| Overview |
A comprehensive wealth management platform that combines CRM, financial planning, and client portal for financial advisors. |
A social-enriched CRM that automatically combines contacts, communication history, and social data into unified profiles. |
| 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 profile matching
- Contact enrichment
- Email tracking
- Group messaging
- Activity tracking
- Pipeline management
- Prospector tool
- Smart contacts
|
| Pros |
- Comprehensive advisory platform
- Financial planning tools
- Client portal
- Risk assessment
|
- Excellent contact enrichment
- Great social media integration
- Simple and affordable
- Good browser extension
|
| Cons |
- Expensive
- Complex setup
- Niche market
- Requires training
|
- Limited pipeline management
- No phone support
- Basic reporting
- Not ideal for large teams
|
