| Overview |
A comprehensive wealth management platform that combines CRM, financial planning, and client portal for financial advisors. |
One of the oldest real estate CRMs offering contact management, MLS integration, and automated follow-up for real estate professionals. |
| Pricing |
Subscription (Custom pricing) |
Subscription ($109-$399/month) |
| Key Features |
- CRM
- Financial planning
- Client portal
- Reporting
- Risk assessment
- Proposal generation
- Account aggregation
- Workflow
|
- Contact management
- MLS integration
- Market reports
- Follow-up coach
- Social insights
- Transaction management
- Mobile app
- Team tools
|
| Pros |
- Comprehensive advisory platform
- Financial planning tools
- Client portal
- Risk assessment
|
- Long track record
- MLS integration
- Market snapshot reports
- Established brand
|
| Cons |
- Expensive
- Complex setup
- Niche market
- Requires training
|
- Expensive
- Dated interface
- Slow to modernize
- Better alternatives exist
|
