| Overview |
A comprehensive wealth management platform that combines CRM, financial planning, and client portal for financial advisors. |
Free and open-source self-hosted newsletter and mailing list manager with high performance and modern UI. |
| Pricing |
Subscription (Custom pricing) |
Free (Free) |
| Key Features |
- CRM
- Financial planning
- Client portal
- Reporting
- Risk assessment
- Proposal generation
- Account aggregation
- Workflow
|
- Self-hosted
- Newsletter management
- Template engine
- Analytics
- Import/Export
- API
- Bounce handling
|
| Pros |
- Comprehensive advisory platform
- Financial planning tools
- Client portal
- Risk assessment
|
- Free and open-source
- High performance
- Modern UI
- Self-hosted
|
| Cons |
- Expensive
- Complex setup
- Niche market
- Requires training
|
- Self-hosting required
- No SaaS
- Technical setup needed
|
