| Overview |
A comprehensive wealth management platform that combines CRM, financial planning, and client portal for financial advisors. |
Riverside.fm is a remote recording platform that captures studio-quality audio and video locally for each participant. It provides AI-powered editing tools and automatic transcription for podcast and video production. |
| Pricing |
Subscription (Custom pricing) |
Freemium ($0-34/mo) |
| Key Features |
- CRM
- Financial planning
- Client portal
- Reporting
- Risk assessment
- Proposal generation
- Account aggregation
- Workflow
|
- Local recording
- AI editor
- automatic transcription
- separate tracks
- screen recording
- live streaming
- AI show notes
- magic clips
|
| Pros |
- Comprehensive advisory platform
- Financial planning tools
- Client portal
- Risk assessment
|
- Studio-quality remote recording
- Local track recording
- AI editing tools
- Great for podcasts
|
| Cons |
- Expensive
- Complex setup
- Niche market
- Requires training
|
- Limited free plan
- Requires good internet
- AI features still improving
|
