| Overview |
A comprehensive wealth management platform that combines CRM, financial planning, and client portal for financial advisors. |
A flexible authentication and authorization platform for building secure login experiences with social, passwordless, and MFA support. |
| Pricing |
Subscription (Custom pricing) |
Freemium (Free-$23/1K MAU) |
| Key Features |
- CRM
- Financial planning
- Client portal
- Reporting
- Risk assessment
- Proposal generation
- Account aggregation
- Workflow
|
- Universal Login
- Social connections
- MFA
- Passwordless
- SSO
- RBAC
- Breached password detection
- Extensibility
|
| Pros |
- Comprehensive advisory platform
- Financial planning tools
- Client portal
- Risk assessment
|
- Comprehensive auth solution
- Many social providers
- Good documentation
- Flexible rules
|
| Cons |
- Expensive
- Complex setup
- Niche market
- Requires training
|
- Expensive at scale
- Complex pricing
- Can be overkill
- Okta acquisition concerns
|
