Software Alternatives & Reviews

Planswell VS echofin

Compare Planswell VS echofin and see what are their differences

Planswell logo Planswell

Building unbiased financial plans for free in under 3 mins

echofin logo echofin

Echofin helps communities grow, engage and monetize their following in ways no other platform has done so far.
  • Planswell Landing page
    Landing page //
    2023-10-20
  • echofin Landing page
    Landing page //
    2022-09-20

Echofin is a Chat-focused, community management platform for financial teams. They offer automated subscription management, integrated billing, dashboard with business analytics metrics and unlimited users/chatrooms/history.

Echofin also provides an integrated billing solution that offers superb monetization options for those skilled and knowledgeable enough to set up trading schools, academies and communities.

echofin

$ Details
paid Free Trial $49.0 / Monthly (Unlimited users/chatrooms/history, Branding, Billing)
Platforms
Browser iOS Android Windows Mac OSX Linux
Release Date
20218 January

Planswell features and specs

No features have been listed yet.

echofin features and specs

  • Subscriptions: Create pay-to-access chatrooms and content
  • Webinars & Meetings: Create webinars and meetings
  • Custom Branding: Use your own domain, logos, branding
  • Admin Dashboard: Dashboard with business analytics, complete user, content and subscriptions management
  • Private/Public chatrooms: Create unlimited public or private chatrooms
  • Market specific message formatting: Post signals and market alerts in a pre-structured format
  • Fine grained permissions and roles: Assign custom roles and permissions to team members

Planswell videos

Minute To Pitch It | Planswell

More videos:

  • Review - Eric Arnold of Planswell presents The Secret Sauce of Fintech

echofin videos

Echofin Platform

Category Popularity

0-100% (relative to Planswell and echofin)
Fintech
57 57%
43% 43
Communication
0 0%
100% 100
Finance
100 100%
0% 0
Chat
0 0%
100% 100

User comments

Share your experience with using Planswell and echofin. For example, how are they different and which one is better?
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Social recommendations and mentions

Based on our record, Planswell seems to be more popular. It has been mentiond 1 time since March 2021. We are tracking product recommendations and mentions on various public social media platforms and blogs. They can help you identify which product is more popular and what people think of it.

Planswell mentions (1)

  • Ask Your Financial Advisor About Retirement Planning
    It is more important than ever to ask your financial advisor the right questions before you set forth on a path for the next few years to come. When you discuss your retirement planning services with your financial advisor, contact Planswell. For more information, visit our website. Source: over 1 year ago

echofin mentions (0)

We have not tracked any mentions of echofin yet. Tracking of echofin recommendations started around Mar 2021.

What are some alternatives?

When comparing Planswell and echofin, you can also consider the following products

Grove - Personalized financial planning for everyone

MirrorFly - World's Most Scalable Voice, Video & Chat SDK for Small, Medium & Enterprises

LearnVest - Make progress on your money.

chatwee - Group chat app for online communities. Used wherever visitor interaction and engagement are key to the site's functioning.

Savology - Accessible digital financial planning. Plan smart. Save smart.

Pipe - Pipe gives you control over your cash flow. Get access to the full annual value of your subscriptions, upfront.