| Overview |
A comprehensive wealth management platform that combines CRM, financial planning, and client portal for financial advisors. |
A free advanced online photo editor that supports PSD, XCF, Sketch, XD, and CDR formats directly in the browser. |
| Pricing |
Subscription (Custom pricing) |
Freemium (Free-$9/month) |
| Key Features |
- CRM
- Financial planning
- Client portal
- Reporting
- Risk assessment
- Proposal generation
- Account aggregation
- Workflow
|
- PSD support
- Layers
- Masks
- Smart objects
- Pen tool
- RAW editing
- Scripting
- Multi-format support
|
| Pros |
- Comprehensive advisory platform
- Financial planning tools
- Client portal
- Risk assessment
|
- Free with ads
- Full PSD support
- No installation
- Professional features
|
| Cons |
- Expensive
- Complex setup
- Niche market
- Requires training
|
- Ads on free version
- Slower than desktop apps
- Internet required
- Less stable with large files
|
