| Overview |
A comprehensive wealth management platform that combines CRM, financial planning, and client portal for financial advisors. |
Personal knowledge management app using local Markdown files with linking, graph view, and extensive plugin system. |
| Pricing |
Subscription (Custom pricing) |
Freemium ($0-50/mo) |
| Key Features |
- CRM
- Financial planning
- Client portal
- Reporting
- Risk assessment
- Proposal generation
- Account aggregation
- Workflow
|
- Markdown
- Backlinks
- Graph view
- Plugins
- Local files
- Canvas
- Templates
- Sync
|
| Pros |
- Comprehensive advisory platform
- Financial planning tools
- Client portal
- Risk assessment
|
- Local-first
- Extensible plugins
- Free for personal
- Markdown based
|
| Cons |
- Expensive
- Complex setup
- Niche market
- Requires training
|
- Steep learning curve
- No real-time collaboration
- Sync costs extra
|
