| Overview |
A comprehensive wealth management platform that combines CRM, financial planning, and client portal for financial advisors. |
Restream is a multistreaming platform that enables broadcasting to 30+ social and streaming platforms simultaneously. It offers a built-in studio, chat aggregation, and stream analytics. |
| Pricing |
Subscription (Custom pricing) |
Freemium ($0-49/mo) |
| Key Features |
- CRM
- Financial planning
- Client portal
- Reporting
- Risk assessment
- Proposal generation
- Account aggregation
- Workflow
|
- 30+ platform simulcast
- built-in studio
- chat aggregation
- analytics
- scheduling
- recording
- custom RTMP
- branded graphics
|
| Pros |
- Comprehensive advisory platform
- Financial planning tools
- Client portal
- Risk assessment
|
- Widest platform support
- Easy simulcasting
- Chat aggregation
- Good analytics
|
| Cons |
- Expensive
- Complex setup
- Niche market
- Requires training
|
- Free plan limited to 2 channels
- Stream quality limits on lower tiers
- Can be complex to configure
|
