| Overview |
A comprehensive wealth management platform that combines CRM, financial planning, and client portal for financial advisors. |
A revenue growth marketing platform now part of Constant Contact that offers CRM, marketing automation, and sales enablement. |
| Pricing |
Subscription (Custom pricing) |
Subscription ($449-$1499/month) |
| Key Features |
- CRM
- Financial planning
- Client portal
- Reporting
- Risk assessment
- Proposal generation
- Account aggregation
- Workflow
|
- CRM
- Marketing automation
- Email marketing
- Landing pages
- Social management
- Blog builder
- Analytics
- Sales optimizer
|
| Pros |
- Comprehensive advisory platform
- Financial planning tools
- Client portal
- Risk assessment
|
- Full marketing and CRM suite
- Good for agencies
- Behavioral tracking
- Affordable for agencies
|
| Cons |
- Expensive
- Complex setup
- Niche market
- Requires training
|
- Acquired by Constant Contact
- Complex for small business
- Steep learning curve
- Platform transition uncertainty
|
