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| Feature | ||
|---|---|---|
| Rating |
3.7
|
3.0
|
| Reviews | 3 | 3 |
| Category | Payment Processing | Payment Processing |
| Description |
Lucible is a combined checking and investment account that allows you to invest 100% of your money while still being able to spend it. Whenever you spend, we issue a loan in real time, using your investments as collateral, to cover the cost. This is the most capital and tax efficient way to manage your money. It's what the ultra wealthy already do to finance large purchases, and now you can do it for every day spending. |
There are 300k+ financial advisors in the US using a digital Rolodex to manage their client relationships, and it's time for a makeover. At Thyme we are building the OS for financial advisors that allows them to automatically take notes in meetings (in-person, online, and phone calls), manage their client records with the help of AI, and offer a client portal where clients can track their assets, manage tasks, and even pay for their services. Our users have replaced their legacy CRMs and billing solutions with us while deepening their clients' relationships thanks to our client portal and AI tooling that puts rich context at their fingertips. |
| Website | https://luciblefi.com | https://www.meetthyme.com/ |
| Positives |
"The best solution we've tried for this use case."
Janae Nolan - 5/5
|
"Clean UI and powerful features. Exactly what we needed."
Dahlia Stark - 4/5
|
| Negatives |
"Had some issues with reliability and uptime."
Duane Thompson - 2/5
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"Not quite what we expected. Lacking some key features."
Ms. Julie Reynolds - 1/5
|
| Details | View Full Review → | View Full Review → |