| Overview |
A comprehensive wealth management platform that combines CRM, financial planning, and client portal for financial advisors. |
A macOS design tool for creating animated and interactive user interface designs with timeline-based animation. |
| Pricing |
Subscription (Custom pricing) |
One_time ($29) |
| Key Features |
- CRM
- Financial planning
- Client portal
- Reporting
- Risk assessment
- Proposal generation
- Account aggregation
- Workflow
|
- Timeline animation
- Auto transitions
- Drivers
- Component import
- Screen recording
- Sketch and Figma import
- Direct preview
- Touch input support
|
| Pros |
- Comprehensive advisory platform
- Financial planning tools
- Client portal
- Risk assessment
|
- Beautiful animations
- Simple timeline interface
- One-time purchase
- Great for mobile prototypes
|
| Cons |
- Expensive
- Complex setup
- Niche market
- Requires training
|
- Mac only
- Limited interaction types
- No collaboration
- Smaller community
|
