| Overview |
A comprehensive wealth management platform that combines CRM, financial planning, and client portal for financial advisors. |
New Relic Browser provides real-time performance monitoring for web applications with detailed JavaScript error tracking. It measures core web vitals and page load times across real user sessions. |
| Pricing |
Subscription (Custom pricing) |
Freemium ($0-custom) |
| Key Features |
- CRM
- Financial planning
- Client portal
- Reporting
- Risk assessment
- Proposal generation
- Account aggregation
- Workflow
|
- Real user monitoring
- JavaScript error tracking
- AJAX monitoring
- session traces
- distributed tracing
- SPA monitoring
- alerting
- core web vitals
|
| Pros |
- Comprehensive advisory platform
- Financial planning tools
- Client portal
- Risk assessment
|
- Strong APM integration
- Free tier available
- Good distributed tracing
- Comprehensive error tracking
|
| Cons |
- Expensive
- Complex setup
- Niche market
- Requires training
|
- Complex pricing model
- Can be expensive
- Steep learning curve
- UI can be overwhelming
|
