| Overview |
A comprehensive wealth management platform that combines CRM, financial planning, and client portal for financial advisors. |
The former name of Copper CRM, a Google Workspace-native CRM that was rebranded in 2018 to better reflect its focus. |
| Pricing |
Subscription (Custom pricing) |
Subscription ($23-$99/user/month) |
| Key Features |
- CRM
- Financial planning
- Client portal
- Reporting
- Risk assessment
- Proposal generation
- Account aggregation
- Workflow
|
- Google Workspace integration
- Pipeline management
- Email tracking
- Automation
- Reporting
- Contact enrichment
- Mobile app
- Task management
|
| Pros |
- Comprehensive advisory platform
- Financial planning tools
- Client portal
- Risk assessment
|
- Deep Google integration
- Easy adoption
- Clean UI
- Automatic data entry
|
| Cons |
- Expensive
- Complex setup
- Niche market
- Requires training
|
- Rebranded as Copper
- Google-dependent
- Limited features outside Google
- Higher pricing
|
