| Overview |
A comprehensive wealth management platform that combines CRM, financial planning, and client portal for financial advisors. |
Square's free invoicing tool for sending professional estimates and invoices with online payment acceptance. |
| Pricing |
Subscription (Custom pricing) |
Freemium (Free + payment processing fees) |
| Key Features |
- CRM
- Financial planning
- Client portal
- Reporting
- Risk assessment
- Proposal generation
- Account aggregation
- Workflow
|
- Invoice creation
- Estimates
- Online payments
- Recurring invoices
- Progress invoicing
- Team management
- Reporting
- Mobile invoicing
|
| Pros |
- Comprehensive advisory platform
- Financial planning tools
- Client portal
- Risk assessment
|
- Free to use
- Easy setup
- Professional templates
- Square ecosystem
|
| Cons |
- Expensive
- Complex setup
- Niche market
- Requires training
|
- Payment processing fees
- Limited customization
- Square ecosystem dependency
- Basic features
|
