| Overview |
A comprehensive wealth management platform that combines CRM, financial planning, and client portal for financial advisors. |
A distributed SQL database designed for global scale with automatic data replication and strong consistency. |
| Pricing |
Subscription (Custom pricing) |
Freemium (Free-$0.50/vCPU-hour) |
| Key Features |
- CRM
- Financial planning
- Client portal
- Reporting
- Risk assessment
- Proposal generation
- Account aggregation
- Workflow
|
- Distributed SQL
- PostgreSQL compatible
- Multi-region
- Auto-scaling
- Survivability
- Geo-partitioning
- Change data capture
- Managed service
|
| Pros |
- Comprehensive advisory platform
- Financial planning tools
- Client portal
- Risk assessment
|
- Survives outages
- Global distribution
- PostgreSQL wire protocol
- Generous free tier
|
| Cons |
- Expensive
- Complex setup
- Niche market
- Requires training
|
- Complex for simple apps
- Can be expensive at scale
- Learning curve
- Fewer tools than PostgreSQL
|
