| Overview |
A comprehensive wealth management platform that combines CRM, financial planning, and client portal for financial advisors. |
An Australian-built CRM designed for small to medium businesses with strong quoting, invoicing, and accounting integrations. |
| Pricing |
Subscription (Custom pricing) |
Subscription ($55-$90 AUD/user/month) |
| Key Features |
- CRM
- Financial planning
- Client portal
- Reporting
- Risk assessment
- Proposal generation
- Account aggregation
- Workflow
|
- Contact management
- Quoting
- Invoicing
- Accounting integration
- Email marketing
- Pipeline management
- Workflow automation
- B2B portal
|
| Pros |
- Comprehensive advisory platform
- Financial planning tools
- Client portal
- Risk assessment
|
- Good for Australian businesses
- Strong quoting and invoicing
- Accounting integration
- Local support
|
| Cons |
- Expensive
- Complex setup
- Niche market
- Requires training
|
- Primarily Australian market
- Limited global presence
- Smaller feature set
- Basic mobile app
|
