| Overview |
A comprehensive wealth management platform that combines CRM, financial planning, and client portal for financial advisors. |
Chinese AI lab offering high-performance reasoning and coding models at very competitive prices through an OpenAI-compatible API. |
| Pricing |
Subscription (Custom pricing) |
Pay-per-use ($) |
| Key Features |
- CRM
- Financial planning
- Client portal
- Reporting
- Risk assessment
- Proposal generation
- Account aggregation
- Workflow
|
- DeepSeek-V3
- DeepSeek-R1
- Code generation
- Math reasoning
- OpenAI-compatible
- 128K context
|
| Pros |
- Comprehensive advisory platform
- Financial planning tools
- Client portal
- Risk assessment
|
- Extremely low cost
- Strong reasoning
- Good coding
- OpenAI-compatible
|
| Cons |
- Expensive
- Complex setup
- Niche market
- Requires training
|
- Based in China
- Occasional capacity issues
- Data sovereignty concerns
- Newer platform
|
