| Overview |
A comprehensive wealth management platform that combines CRM, financial planning, and client portal for financial advisors. |
A serverless PostgreSQL database with auto-scaling, branching, and a generous free tier for modern applications. |
| Pricing |
Subscription (Custom pricing) |
Freemium (Free-$69/month) |
| Key Features |
- CRM
- Financial planning
- Client portal
- Reporting
- Risk assessment
- Proposal generation
- Account aggregation
- Workflow
|
- Serverless PostgreSQL
- Auto-scaling
- Database branching
- Point-in-time recovery
- Connection pooling
- Auto-suspend
- Logical replication
- CLI
|
| Pros |
- Comprehensive advisory platform
- Financial planning tools
- Client portal
- Risk assessment
|
- Generous free tier
- True serverless
- Database branching
- PostgreSQL compatible
|
| Cons |
- Expensive
- Complex setup
- Niche market
- Requires training
|
- Newer platform
- Cold starts on free tier
- Limited extensions
- Scaling costs can surprise
|
