| Overview |
A comprehensive wealth management platform that combines CRM, financial planning, and client portal for financial advisors. |
Microsoft's cloud storage service integrated with Microsoft 365 for file storage, sharing, and collaboration. |
| Pricing |
Subscription (Custom pricing) |
Freemium ($0-12.50/mo) |
| Key Features |
- CRM
- Financial planning
- Client portal
- Reporting
- Risk assessment
- Proposal generation
- Account aggregation
- Workflow
|
- Cloud storage
- Office integration
- Sharing
- Personal vault
- Version history
- Mobile sync
- Backup
|
| Pros |
- Comprehensive advisory platform
- Financial planning tools
- Client portal
- Risk assessment
|
- Microsoft integration
- Good value with M365
- Personal vault
- Reliable
|
| Cons |
- Expensive
- Complex setup
- Niche market
- Requires training
|
- Microsoft dependency
- Sync issues
- Complex plans
|
