| Overview |
A comprehensive wealth management platform that combines CRM, financial planning, and client portal for financial advisors. |
A Shopify dropshipping app that was widely used for importing AliExpress products directly into Shopify stores (discontinued June 2022). |
| Pricing |
Subscription (Custom pricing) |
Freemium (Discontinued) |
| Key Features |
- CRM
- Financial planning
- Client portal
- Reporting
- Risk assessment
- Proposal generation
- Account aggregation
- Workflow
|
- Product importing
- AliExpress integration
- Order fulfillment
- Inventory updates
- Shipment tracking
- Pricing automation
- Product customization
- Bulk ordering
|
| Pros |
- Comprehensive advisory platform
- Financial planning tools
- Client portal
- Risk assessment
|
- Was very easy to use
- Deep Shopify integration
- Free plan was generous
- Good for beginners
|
| Cons |
- Expensive
- Complex setup
- Niche market
- Requires training
|
- Discontinued in June 2022
- Replaced by DSers
- Only worked with Shopify
- Limited supplier vetting
|
