| Overview |
A comprehensive wealth management platform that combines CRM, financial planning, and client portal for financial advisors. |
Open-source project management tool designed as a Jira alternative with issues, cycles, and modules. |
| Pricing |
Subscription (Custom pricing) |
Freemium ($0-12/mo) |
| Key Features |
- CRM
- Financial planning
- Client portal
- Reporting
- Risk assessment
- Proposal generation
- Account aggregation
- Workflow
|
- Issues
- Cycles
- Modules
- Views
- Pages
- Analytics
- Self-hosted
- Open-source
|
| Pros |
- Comprehensive advisory platform
- Financial planning tools
- Client portal
- Risk assessment
|
- Open-source
- Self-hosted option
- Clean UI
- Jira alternative
|
| Cons |
- Expensive
- Complex setup
- Niche market
- Requires training
|
- Very new
- Limited features
- Small community
|
