| Overview |
A comprehensive wealth management platform that combines CRM, financial planning, and client portal for financial advisors. |
Microsoft's cloud automation service for creating workflows across Microsoft 365 and third-party applications. |
| Pricing |
Subscription (Custom pricing) |
Subscription ($15-mo) |
| Key Features |
- CRM
- Financial planning
- Client portal
- Reporting
- Risk assessment
- Proposal generation
- Account aggregation
- Workflow
|
- Cloud flows
- Desktop flows
- RPA
- AI Builder
- Process mining
- Microsoft integration
- Templates
|
| Pros |
- Comprehensive advisory platform
- Financial planning tools
- Client portal
- Risk assessment
|
- Microsoft integration
- RPA capabilities
- AI builder
- Enterprise
|
| Cons |
- Expensive
- Complex setup
- Niche market
- Requires training
|
- Microsoft ecosystem
- Complex
- Can be expensive
|
