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| Feature | ||
|---|---|---|
| Rating |
3.5
|
3.0
|
| Reviews | 4 | 3 |
| Category | Payment Processing | Payment Processing |
| Description |
Sunset can track down bank accounts, retirement accounts, investment accounts, property and more for families after losing a loved one. Sunset will close those accounts and move the money into a Sunset estate account to manage. |
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://www.hellosunset.com/ | https://www.meetthyme.com/ |
| Positives |
"Easy to set up and get started. Very intuitive."
Lester Paucek IV - 5/5
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"Clean UI and powerful features. Exactly what we needed."
Dahlia Stark - 4/5
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| Negatives |
"Missing important features we need for our workflow."
Doris Swaniawski - 2/5
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"Not quite what we expected. Lacking some key features."
Ms. Julie Reynolds - 1/5
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| Details | View Full Review → | View Full Review → |