Overview
Modern CRM built for financial advisors. Clean UI, workflow automation, email integration, calendar, tasks, and strong third-party integrations. Popular with RIAs.
Key Features
- Workflow automation
- Email & calendar sync
- Custom fields & reports
- Client portal
- Mobile app
- Zapier/Make integrations
Integrations
OrioneMoneyMoneyGuideProRightCapitalRedtailGmailOutlookDocuSignCalendly
Details
- Platforms
- Web, Mobile App, API
- Target Users
- RIAs, Solo Advisors, Small Teams, Hybrid Advisors
- Pricing Model
- Subscription
- Starting Price
- USD 45/mo
- Full Pricing Details
- From $45/mo per user