| Overview |
A comprehensive wealth management platform that combines CRM, financial planning, and client portal for financial advisors. |
Access Meta's Llama family of open-source large language models through various hosting providers. |
| Pricing |
Subscription (Custom pricing) |
Free (Free) |
| Key Features |
- CRM
- Financial planning
- Client portal
- Reporting
- Risk assessment
- Proposal generation
- Account aggregation
- Workflow
|
- Llama 3.1
- Llama 3
- Multiple sizes (8B-405B)
- Open weights
- Commercial license
|
| Pros |
- Comprehensive advisory platform
- Financial planning tools
- Client portal
- Risk assessment
|
- Fully open weights
- No API costs
- Customizable
- Strong performance
|
| Cons |
- Expensive
- Complex setup
- Niche market
- Requires training
|
- Requires self-hosting or third-party
- No official hosted API
- Resource intensive for large models
|
