| Overview |
A comprehensive wealth management platform that combines CRM, financial planning, and client portal for financial advisors. |
Wave.video is an online video platform for creating, editing, and hosting marketing videos. It combines a video editor with a stock library, live streaming capabilities, and video hosting features. |
| Pricing |
Subscription (Custom pricing) |
Freemium ($0-48/mo) |
| Key Features |
- CRM
- Financial planning
- Client portal
- Reporting
- Risk assessment
- Proposal generation
- Account aggregation
- Workflow
|
- Video editor
- stock library
- live streaming
- video hosting
- thumbnail maker
- video calendar
- auto-captions
- multi-format resize
|
| Pros |
- Comprehensive advisory platform
- Financial planning tools
- Client portal
- Risk assessment
|
- All-in-one video platform
- Good stock library
- Live streaming included
- Video hosting
|
| Cons |
- Expensive
- Complex setup
- Niche market
- Requires training
|
- Free plan is limited
- Can be slow
- Advanced editing is basic
|
