| Overview |
A comprehensive wealth management platform that combines CRM, financial planning, and client portal for financial advisors. |
Whatagraph is a marketing reporting platform that automates cross-channel performance reports for agencies and marketing teams. It connects to 40+ marketing platforms for unified reporting. |
| Pricing |
Subscription (Custom pricing) |
Paid ($199-custom/mo) |
| Key Features |
- CRM
- Financial planning
- Client portal
- Reporting
- Risk assessment
- Proposal generation
- Account aggregation
- Workflow
|
- Cross-channel reporting
- automated reports
- custom branding
- 40+ integrations
- report templates
- data blending
- live dashboards
- API access
|
| Pros |
- Comprehensive advisory platform
- Financial planning tools
- Client portal
- Risk assessment
|
- Great for marketing agencies
- Beautiful report templates
- Easy automation
- Good white-labeling
|
| Cons |
- Expensive
- Complex setup
- Niche market
- Requires training
|
- Expensive
- Limited to marketing data
- Basic data manipulation
- Fewer integrations than some competitors
|
