| Overview |
A comprehensive wealth management platform that combines CRM, financial planning, and client portal for financial advisors. |
Visual collaboration tool using boards, lists, and cards for organizing projects with a simple Kanban-style interface. |
| Pricing |
Subscription (Custom pricing) |
Freemium ($0-17.50/mo) |
| Key Features |
- CRM
- Financial planning
- Client portal
- Reporting
- Risk assessment
- Proposal generation
- Account aggregation
- Workflow
|
- Kanban boards
- Power-ups
- Butler automation
- Templates
- Calendar view
- Timeline
- Mobile app
|
| Pros |
- Comprehensive advisory platform
- Financial planning tools
- Client portal
- Risk assessment
|
- Simple and intuitive
- Good free tier
- Visual approach
- Mobile friendly
|
| Cons |
- Expensive
- Complex setup
- Niche market
- Requires training
|
- Limited for complex projects
- Power-ups can add up
- Basic reporting
|
