| Overview |
A comprehensive wealth management platform that combines CRM, financial planning, and client portal for financial advisors. |
Promo by Slidely is a video creation platform built for businesses to create promotional videos and ads. It provides a massive licensed media library and templates specifically designed for advertising and social media. |
| Pricing |
Subscription (Custom pricing) |
Paid ($49-249/mo) |
| Key Features |
- CRM
- Financial planning
- Client portal
- Reporting
- Risk assessment
- Proposal generation
- Account aggregation
- Workflow
|
- Video ad creator
- massive stock library
- social media templates
- licensed music
- text animations
- brand management
- team collaboration
- performance analytics
|
| Pros |
- Comprehensive advisory platform
- Financial planning tools
- Client portal
- Risk assessment
|
- Huge stock media library
- Ad-focused templates
- Easy to create promos
- Licensed music included
|
| Cons |
- Expensive
- Complex setup
- Niche market
- Requires training
|
- Expensive
- Limited editing flexibility
- Primarily for short promo videos
|
