| Overview |
A comprehensive wealth management platform that combines CRM, financial planning, and client portal for financial advisors. |
Sendible is a social media management tool built for agencies managing multiple clients. It offers white-label reporting, content suggestions, and centralized management across many social profiles. |
| Pricing |
Subscription (Custom pricing) |
Paid ($29-750/mo) |
| Key Features |
- CRM
- Financial planning
- Client portal
- Reporting
- Risk assessment
- Proposal generation
- Account aggregation
- Workflow
|
- Multi-client management
- white-label reports
- content suggestions
- social inbox
- analytics
- RSS auto-posting
- Canva integration
- Google Analytics integration
|
| Pros |
- Comprehensive advisory platform
- Financial planning tools
- Client portal
- Risk assessment
|
- Great for agencies
- White-label capabilities
- Good content suggestions
- Many integrations
|
| Cons |
- Expensive
- Complex setup
- Niche market
- Requires training
|
- Interface feels dated
- Can be slow at times
- Learning curve
|
