| Overview |
A comprehensive wealth management platform that combines CRM, financial planning, and client portal for financial advisors. |
An action-focused CRM that turns every contact into an actionable lead with a unique next action methodology. |
| Pricing |
Subscription (Custom pricing) |
Subscription ($9.95-$19.95/user/month) |
| Key Features |
- CRM
- Financial planning
- Client portal
- Reporting
- Risk assessment
- Proposal generation
- Account aggregation
- Workflow
|
- Next action sales
- Contact management
- Pipeline management
- Email integration
- Lead capture
- Sales targets
- Mobile app
- Integrations
|
| Pros |
- Comprehensive advisory platform
- Financial planning tools
- Client portal
- Risk assessment
|
- Unique action-focused approach
- Very affordable
- Simple to use
- Good mobile app
|
| Cons |
- Expensive
- Complex setup
- Niche market
- Requires training
|
- Basic features
- Limited customization
- Small team
- Not for complex sales processes
|
