| Overview |
A comprehensive wealth management platform that combines CRM, financial planning, and client portal for financial advisors. |
An open-source Firebase alternative with PostgreSQL database, authentication, real-time subscriptions, and edge functions. |
| Pricing |
Subscription (Custom pricing) |
Freemium (Free-$25/month) |
| Key Features |
- CRM
- Financial planning
- Client portal
- Reporting
- Risk assessment
- Proposal generation
- Account aggregation
- Workflow
|
- PostgreSQL database
- Authentication
- Real-time
- Edge functions
- Storage
- Vector embeddings
- Auto-generated APIs
- Dashboard
|
| Pros |
- Comprehensive advisory platform
- Financial planning tools
- Client portal
- Risk assessment
|
- Open source
- PostgreSQL-based
- Generous free tier
- Great developer experience
|
| Cons |
- Expensive
- Complex setup
- Niche market
- Requires training
|
- Scaling can get expensive
- Newer platform
- Some features in beta
- Self-hosting requires expertise
|
