| Overview |
A comprehensive wealth management platform that combines CRM, financial planning, and client portal for financial advisors. |
Simple Analytics provides straightforward website analytics without tracking personal data or using cookies. It focuses on simplicity and privacy while still delivering actionable traffic insights. |
| Pricing |
Subscription (Custom pricing) |
Paid ($9-49/mo) |
| Key Features |
- CRM
- Financial planning
- Client portal
- Reporting
- Risk assessment
- Proposal generation
- Account aggregation
- Workflow
|
- Cookie-free analytics
- privacy-focused
- goal tracking
- tweet viewer
- referral tracking
- API access
- data export
- lightweight script
|
| Pros |
- Comprehensive advisory platform
- Financial planning tools
- Client portal
- Risk assessment
|
- Very simple to use
- Privacy compliant
- Lightweight
- Clean interface
|
| Cons |
- Expensive
- Complex setup
- Niche market
- Requires training
|
- Very basic features
- Limited segmentation
- No real-time data
- Small team behind product
|
