| Overview |
A comprehensive wealth management platform that combines CRM, financial planning, and client portal for financial advisors. |
Umami is a simple and fast open-source website analytics alternative focused on privacy. It is self-hosted and provides essential web metrics without collecting any personal data. |
| Pricing |
Subscription (Custom pricing) |
Free ($0) |
| Key Features |
- CRM
- Financial planning
- Client portal
- Reporting
- Risk assessment
- Proposal generation
- Account aggregation
- Workflow
|
- Open-source
- self-hosted
- privacy-focused
- real-time data
- custom events
- multi-site support
- API access
- lightweight
|
| Pros |
- Comprehensive advisory platform
- Financial planning tools
- Client portal
- Risk assessment
|
- Completely free
- Privacy-focused
- Self-hosted control
- Very lightweight
|
| Cons |
- Expensive
- Complex setup
- Niche market
- Requires training
|
- Requires self-hosting
- Limited features
- No official support
- Basic reporting
|
