| Overview |
A comprehensive wealth management platform that combines CRM, financial planning, and client portal for financial advisors. |
A visual type scale calculator for establishing consistent typographic hierarchies in web design projects. |
| Pricing |
Subscription (Custom pricing) |
Free (Free) |
| Key Features |
- CRM
- Financial planning
- Client portal
- Reporting
- Risk assessment
- Proposal generation
- Account aggregation
- Workflow
|
- Type scale calculator
- Visual preview
- CSS output
- Custom base size
- Scale ratio options
- Google Fonts
- Font weight options
- Responsive preview
|
| Pros |
- Comprehensive advisory platform
- Financial planning tools
- Client portal
- Risk assessment
|
- Free to use
- Instant CSS output
- Visual preview
- Simple and focused
|
| Cons |
- Expensive
- Complex setup
- Niche market
- Requires training
|
- Very basic tool
- Limited customization
- No save feature
- Single purpose
|
