| Overview |
A comprehensive wealth management platform that combines CRM, financial planning, and client portal for financial advisors. |
A lightweight open-source Ruby on Rails CRM application designed for small teams who want a simple self-hosted solution. |
| Pricing |
Subscription (Custom pricing) |
Freemium (Free (open source)) |
| Key Features |
- CRM
- Financial planning
- Client portal
- Reporting
- Risk assessment
- Proposal generation
- Account aggregation
- Workflow
|
- Contact management
- Lead tracking
- Opportunity management
- Campaign tracking
- Task management
- User management
- Custom fields
- Tagging
|
| Pros |
- Comprehensive advisory platform
- Financial planning tools
- Client portal
- Risk assessment
|
- Free and lightweight
- Simple to use
- Ruby on Rails based
- Clean interface
|
| Cons |
- Expensive
- Complex setup
- Niche market
- Requires training
|
- No longer actively maintained
- Very basic features
- Small community
- Limited integrations
|
