| Overview |
A comprehensive wealth management platform that combines CRM, financial planning, and client portal for financial advisors. |
Free email capture and list building toolkit with pop-ups, welcome mats, and scroll boxes for growing email lists. |
| Pricing |
Subscription (Custom pricing) |
Freemium ($0-49/mo) |
| Key Features |
- CRM
- Financial planning
- Client portal
- Reporting
- Risk assessment
- Proposal generation
- Account aggregation
- Workflow
|
- Pop-ups
- Welcome mat
- Smart bar
- Scroll box
- Share buttons
- Heat maps
- List builder
|
| Pros |
- Comprehensive advisory platform
- Financial planning tools
- Client portal
- Risk assessment
|
- Free tier
- Easy setup
- Multiple capture types
- WordPress plugin
|
| Cons |
- Expensive
- Complex setup
- Niche market
- Requires training
|
- Branding on free
- Limited features
- Can slow site
|
