| Overview |
A comprehensive wealth management platform that combines CRM, financial planning, and client portal for financial advisors. |
An open-source CRM alternative to Salesforce that is modern, customizable, and community-driven. |
| Pricing |
Subscription (Custom pricing) |
Freemium (Free (self-hosted)-$9/user/month) |
| Key Features |
- CRM
- Financial planning
- Client portal
- Reporting
- Risk assessment
- Proposal generation
- Account aggregation
- Workflow
|
- Open source
- Contact management
- Pipeline management
- Email integration
- Custom objects
- Task management
- API
- Timeline view
|
| Pros |
- Comprehensive advisory platform
- Financial planning tools
- Client portal
- Risk assessment
|
- Open source and transparent
- Modern tech stack
- Self-hosting option
- Active community
|
| Cons |
- Expensive
- Complex setup
- Niche market
- Requires training
|
- Early stage product
- Limited features vs mature CRMs
- Small team
- Fewer integrations
|
