| Overview |
A comprehensive wealth management platform that combines CRM, financial planning, and client portal for financial advisors. |
A free open-source support ticket system with email integration, custom forms, and ticket routing for help desk operations. |
| Pricing |
Subscription (Custom pricing) |
Free (Free (self-hosted)) |
| Key Features |
- CRM
- Financial planning
- Client portal
- Reporting
- Risk assessment
- Proposal generation
- Account aggregation
- Workflow
|
- Email ticketing
- Custom forms
- Auto-responders
- SLA plans
- Agent dashboard
- Help topics
- Ticket routing
- Reports
|
| Pros |
- Comprehensive advisory platform
- Financial planning tools
- Client portal
- Risk assessment
|
- Completely free
- Open source
- Self-hosted
- Good basic ticketing
|
| Cons |
- Expensive
- Complex setup
- Niche market
- Requires training
|
- Dated interface
- Self-hosted only
- Limited features
- No live chat
|
