| Overview |
A comprehensive wealth management platform that combines CRM, financial planning, and client portal for financial advisors. |
A serverless MySQL-compatible database platform with branching, deploy requests, and automatic scaling. |
| Pricing |
Subscription (Custom pricing) |
Freemium (Free-$39/month) |
| Key Features |
- CRM
- Financial planning
- Client portal
- Reporting
- Risk assessment
- Proposal generation
- Account aggregation
- Workflow
|
- MySQL compatible
- Database branching
- Deploy requests
- Auto-scaling
- Read replicas
- Insights
- Connection pooling
- CLI
|
| Pros |
- Comprehensive advisory platform
- Financial planning tools
- Client portal
- Risk assessment
|
- Database branching is revolutionary
- Serverless scaling
- Great developer experience
- Vitess-powered
|
| Cons |
- Expensive
- Complex setup
- Niche market
- Requires training
|
- Free tier removed
- MySQL only
- No foreign keys enforcement
- Can be expensive at scale
|
