| Overview |
A comprehensive wealth management platform that combines CRM, financial planning, and client portal for financial advisors. |
RelayThat is an automated design tool that generates multiple branded image variations from a single design. It uses smart layouts to automatically resize and adapt designs for different platforms. |
| Pricing |
Subscription (Custom pricing) |
Paid ($25/mo) |
| Key Features |
- CRM
- Financial planning
- Client portal
- Reporting
- Risk assessment
- Proposal generation
- Account aggregation
- Workflow
|
- Automated design generation
- smart layouts
- brand consistency
- multi-size export
- text styling
- image library
- brand colors
- auto-resize
|
| Pros |
- Comprehensive advisory platform
- Financial planning tools
- Client portal
- Risk assessment
|
- Automatic multi-size generation
- Great brand consistency
- Time-saving
- No design skills needed
|
| Cons |
- Expensive
- Complex setup
- Niche market
- Requires training
|
- Limited creative control
- Fixed layout system
- Less flexible than traditional editors
|
