| Overview |
A comprehensive wealth management platform that combines CRM, financial planning, and client portal for financial advisors. |
Flexible work management platform by Citrix allowing teams to build custom applications and workflows without coding. |
| Pricing |
Subscription (Custom pricing) |
Freemium ($0-24/mo) |
| Key Features |
- CRM
- Financial planning
- Client portal
- Reporting
- Risk assessment
- Proposal generation
- Account aggregation
- Workflow
|
- Custom apps
- Workflows
- Tasks
- Calendar
- Webforms
- Integrations
- Granular admin
|
| Pros |
- Comprehensive advisory platform
- Financial planning tools
- Client portal
- Risk assessment
|
- Highly customizable
- App building
- Flexible
- Good API
|
| Cons |
- Expensive
- Complex setup
- Niche market
- Requires training
|
- Dated interface
- Performance issues
- Learning curve
|
