| Overview |
A comprehensive wealth management platform that combines CRM, financial planning, and client portal for financial advisors. |
A CRM based on Franklin Covey productivity methodology that combines sales management with priority-driven task management. |
| Pricing |
Subscription (Custom pricing) |
Subscription ($15-$45/user/month) |
| Key Features |
- CRM
- Financial planning
- Client portal
- Reporting
- Risk assessment
- Proposal generation
- Account aggregation
- Workflow
|
- CRM
- Task management
- Calendar
- Contact management
- Pipeline management
- Franklin Covey methodology
- Mobile app
- Reporting
|
| Pros |
- Comprehensive advisory platform
- Financial planning tools
- Client portal
- Risk assessment
|
- Productivity methodology built in
- Good task management
- Affordable
- Calendar integration
|
| Cons |
- Expensive
- Complex setup
- Niche market
- Requires training
|
- Dated interface
- Small user base
- Limited integrations
- Basic CRM features
|
