| Overview |
A comprehensive wealth management platform that combines CRM, financial planning, and client portal for financial advisors. |
A free open-source CRM built on Laravel framework, offering modular and customizable contact and deal management. |
| 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 management
- Pipeline management
- Activity tracking
- Email integration
- Workflow automation
- Web forms
- Dashboard
|
| Pros |
- Comprehensive advisory platform
- Financial planning tools
- Client portal
- Risk assessment
|
- Free and open source
- Laravel-based
- Modern architecture
- Easy to customize
|
| Cons |
- Expensive
- Complex setup
- Niche market
- Requires training
|
- Very young project
- Limited features
- Small community
- Minimal documentation
|
