| Overview |
A comprehensive wealth management platform that combines CRM, financial planning, and client portal for financial advisors. |
A CRM built directly inside Gmail that lets you manage pipelines, track emails, and collaborate without leaving your inbox. |
| Pricing |
Subscription (Custom pricing) |
Freemium (Free-$129/user/month) |
| Key Features |
- CRM
- Financial planning
- Client portal
- Reporting
- Risk assessment
- Proposal generation
- Account aggregation
- Workflow
|
- Gmail integration
- Pipeline management
- Email tracking
- Mail merge
- Thread sharing
- Custom pipelines
- Snippets
- Mobile app
|
| Pros |
- Comprehensive advisory platform
- Financial planning tools
- Client portal
- Risk assessment
|
- Lives inside Gmail
- Easy to start using
- Good email tracking
- Flexible pipeline views
|
| Cons |
- Expensive
- Complex setup
- Niche market
- Requires training
|
- Only works with Gmail
- Limited outside Gmail
- Can slow down Gmail
- Advanced features are expensive
|
