| Overview |
A comprehensive wealth management platform that combines CRM, financial planning, and client portal for financial advisors. |
GoatCounter is an open-source web analytics platform designed to provide meaningful statistics without tracking personal data. It offers a simple and accessible approach to website analytics. |
| Pricing |
Subscription (Custom pricing) |
Freemium ($0-custom) |
| Key Features |
- CRM
- Financial planning
- Client portal
- Reporting
- Risk assessment
- Proposal generation
- Account aggregation
- Workflow
|
- Open-source
- privacy-focused
- no cookies
- accessibility-first
- campaign tracking
- screen size stats
- location data
- API access
|
| Pros |
- Comprehensive advisory platform
- Financial planning tools
- Client portal
- Risk assessment
|
- Free for non-commercial use
- Very privacy-focused
- Accessible design
- Lightweight
|
| Cons |
- Expensive
- Complex setup
- Niche market
- Requires training
|
- Very basic features
- Small team
- Limited support
- Minimal visualization
|
