| Overview |
A comprehensive wealth management platform that combines CRM, financial planning, and client portal for financial advisors. |
Qlik provides end-to-end data integration and analytics solutions with its associative analytics engine. QlikView and Qlik Sense enable users to explore data freely without predefined queries. |
| Pricing |
Subscription (Custom pricing) |
Paid (Custom) |
| Key Features |
- CRM
- Financial planning
- Client portal
- Reporting
- Risk assessment
- Proposal generation
- Account aggregation
- Workflow
|
- Associative engine
- data integration
- augmented analytics
- embedded analytics
- alerting
- collaboration
- mobile support
- API access
|
| Pros |
- Comprehensive advisory platform
- Financial planning tools
- Client portal
- Risk assessment
|
- Unique associative engine
- Strong data integration
- Good augmented analytics
- Flexible deployment
|
| Cons |
- Expensive
- Complex setup
- Niche market
- Requires training
|
- Steep learning curve
- Expensive licensing
- Complex administration
- Dated UI in QlikView
|
