| Overview |
A comprehensive wealth management platform that combines CRM, financial planning, and client portal for financial advisors. |
Open-source knowledge management tool with outliner-style editing, bidirectional links, and local-first storage. |
| Pricing |
Subscription (Custom pricing) |
Free (Free) |
| Key Features |
- CRM
- Financial planning
- Client portal
- Reporting
- Risk assessment
- Proposal generation
- Account aggregation
- Workflow
|
- Open-source
- Local-first
- Bidirectional links
- Graph view
- Tasks
- Whiteboards
- Plugins
|
| Pros |
- Comprehensive advisory platform
- Financial planning tools
- Client portal
- Risk assessment
|
- Free and open-source
- Local-first
- Privacy
- Plugin ecosystem
|
| Cons |
- Expensive
- Complex setup
- Niche market
- Requires training
|
- Learning curve
- Performance with large graphs
- Limited collaboration
|
