| Product | |||
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| Review & Ratings |
No reviews available |
No reviews available |
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| Description |
Plaid is a cutting-edge financial technology software that acts as a bridge between applications and users' bank accounts, revolutionizing the way financial data is accessed and utilized. Its primary feature is the seamless and secure integration it offers, allowing apps to connect with users’ bank accounts for various purposes like personal finance management, lending, and payments. Plaid stand... Read more about Plaid |
AdvisorEngine CRM is a sophisticated software platform designed specifically for financial advisors and wealth management professionals. It integrates advanced customer relationship management (CRM) capabilities with financial planning tools, creating a comprehensive solution for managing client relationships and investment portfolios. Key features include detailed client profiles, portfolio manag... Read more about AdvisorEngine CRM |
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| Free Trial |
NA |
NA |
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| Starting Price |
NA |
$65 Per Month |
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| Category Features | |||
| Other Information | |||
| Deployment | Cloud Hosted | Cloud Hosted | |
| Devices Supported | Web-Based, iPhone, Android, | Web-Based, iPhone, Android, | |
| Pricing Model | Per Feature | Per User | |
| Support | Email, Chat, Knowledge Base | 24x7 Support, Chat | |
| Target Company Size |
Small-Business,
Midsize-Business,
Large-Enterprise-Business
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Self-Employed,
Small-Business,
Midsize-Business,
Large-Enterprise-Business
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