| Overview |
Simple project management and team communication platform with message boards, to-dos, schedules, and file sharing. |
A cloud-based CRM designed for financial professionals offering contact management, workflow automation, and compliance features. |
| Pricing |
Subscription ($15-299/mo) |
Subscription ($99/database/month (15 users)) |
| Key Features |
- Message boards
- To-dos
- Schedules
- Docs
- Chat
- Hill charts
- Check-ins
- Card table
|
- Contact management
- Workflow automation
- Seminar management
- Report writer
- Compliance tools
- Document imaging
- Calendar
- Mobile access
|
| Pros |
- Simple interface
- Flat pricing
- All-in-one
- Opinionated approach
|
- Per-database pricing
- Built for financial advisors
- Good compliance tools
- Integrates with custodians
|
| Cons |
- Limited customization
- No time tracking
- Basic reporting
|
- Dated interface
- Limited customization
- Slow to innovate
- Mobile app is basic
|
