Buyer Fit
Target firm types
- Wealth Management Firms
- RIAs
- Brokers-Dealers
Target firm size
- Mid-Size
- Small
- Solo
Product Description
Product Positioning
General-purpose project and workflow management software adapted for advisory firm operations.
Description
Asana is a cloud-based work management platform used by advisory operations teams to assign tasks and track workflows across staff as a lightweight alternative to industry-specific tools.
APIs and Security
Public APIs
No
