| Overview |
A comprehensive wealth management platform that combines CRM, financial planning, and client portal for financial advisors. |
Tailwind is a marketing tool originally built for Pinterest and Instagram that has expanded to email and more. It uses SmartSchedule technology to determine optimal posting times and includes a design tool. |
| Pricing |
Subscription (Custom pricing) |
Freemium ($0-79.99/mo) |
| Key Features |
- CRM
- Financial planning
- Client portal
- Reporting
- Risk assessment
- Proposal generation
- Account aggregation
- Workflow
|
- SmartSchedule
- Pinterest scheduling
- Instagram scheduling
- email marketing
- Tailwind Create design tool
- hashtag finder
- analytics
- communities
|
| Pros |
- Comprehensive advisory platform
- Financial planning tools
- Client portal
- Risk assessment
|
- Best-in-class Pinterest tools
- SmartSchedule optimization
- Built-in design tool
- Communities feature
|
| Cons |
- Expensive
- Complex setup
- Niche market
- Requires training
|
- Primarily Pinterest/Instagram focused
- Email feature is basic
- Interface can be confusing
|
