| Overview |
A comprehensive wealth management platform that combines CRM, financial planning, and client portal for financial advisors. |
Open-source project management software with Gantt charts, agile boards, time tracking, and cost reporting. |
| Pricing |
Subscription (Custom pricing) |
Freemium ($0-15.90/mo) |
| Key Features |
- CRM
- Financial planning
- Client portal
- Reporting
- Risk assessment
- Proposal generation
- Account aggregation
- Workflow
|
- Gantt charts
- Agile boards
- Time tracking
- Cost reporting
- Wiki
- Meetings
- BCF
- Self-hosted
|
| Pros |
- Comprehensive advisory platform
- Financial planning tools
- Client portal
- Risk assessment
|
- Open-source
- Self-hosted
- Feature-rich
- GDPR compliant
|
| Cons |
- Expensive
- Complex setup
- Niche market
- Requires training
|
- Complex setup
- Dated UI
- Learning curve
|
