| Overview |
A comprehensive wealth management platform that combines CRM, financial planning, and client portal for financial advisors. |
Twitter-acquired newsletter platform that allowed users to create and send editorial newsletters with curated content. |
| Pricing |
Subscription (Custom pricing) |
Free (Free) |
| Key Features |
- CRM
- Financial planning
- Client portal
- Reporting
- Risk assessment
- Proposal generation
- Account aggregation
- Workflow
|
- Newsletter curation
- Twitter integration
- Paid subscriptions
- Analytics
- Custom domains
|
| Pros |
- Comprehensive advisory platform
- Financial planning tools
- Client portal
- Risk assessment
|
- Was free
- Twitter integration
- Easy curation
- Simple
|
| Cons |
- Expensive
- Complex setup
- Niche market
- Requires training
|
- Shut down in 2023
- No longer available
- Limited features while active
|
