| Overview |
A comprehensive wealth management platform that combines CRM, financial planning, and client portal for financial advisors. |
An advanced prototyping tool for creating realistic, interactive prototypes with sensor, multi-screen, and hardware interactions. |
| Pricing |
Subscription (Custom pricing) |
Subscription ($13-$21/user/month) |
| Key Features |
- CRM
- Financial planning
- Client portal
- Reporting
- Risk assessment
- Proposal generation
- Account aggregation
- Workflow
|
- Advanced interactions
- Multi-screen prototyping
- Sensor integration
- Variables and conditions
- Device testing
- Figma and Sketch import
- Cloud sharing
- Team collaboration
|
| Pros |
- Comprehensive advisory platform
- Financial planning tools
- Client portal
- Risk assessment
|
- Realistic interactions
- Multi-device prototyping
- No coding needed
- Sensor and hardware support
|
| Cons |
- Expensive
- Complex setup
- Niche market
- Requires training
|
- Learning curve
- Expensive for teams
- Less known than Figma
- Desktop app required
|
