| Overview |
A comprehensive wealth management platform that combines CRM, financial planning, and client portal for financial advisors. |
A free open-source status page system for communicating service availability and incidents to users. |
| Pricing |
Subscription (Custom pricing) |
Free (Free (self-hosted)) |
| Key Features |
- CRM
- Financial planning
- Client portal
- Reporting
- Risk assessment
- Proposal generation
- Account aggregation
- Workflow
|
- Status page
- Incident management
- Components
- Metrics
- Subscribers
- API
- Themes
- Notifications
|
| Pros |
- Comprehensive advisory platform
- Financial planning tools
- Client portal
- Risk assessment
|
- Free and open source
- Self-hosted
- Customizable
- Simple to set up
|
| Cons |
- Expensive
- Complex setup
- Niche market
- Requires training
|
- No longer actively maintained
- Self-hosted only
- Limited features
- No monitoring built-in
|
