| Overview |
A comprehensive wealth management platform that combines CRM, financial planning, and client portal for financial advisors. |
An API platform for adding enterprise features like SSO, directory sync, and audit logs to applications. |
| Pricing |
Subscription (Custom pricing) |
Freemium (Free-$25/connection/month) |
| Key Features |
- CRM
- Financial planning
- Client portal
- Reporting
- Risk assessment
- Proposal generation
- Account aggregation
- Workflow
|
- Single Sign-On
- Directory sync
- Admin portal
- Audit logs
- MFA
- User management
- Organizations
- Fine-grained authorization
|
| Pros |
- Comprehensive advisory platform
- Financial planning tools
- Client portal
- Risk assessment
|
- Easy SSO implementation
- Enterprise-ready
- Good documentation
- AuthKit UI
|
| Cons |
- Expensive
- Complex setup
- Niche market
- Requires training
|
- Per-connection pricing
- Enterprise-focused
- Limited for consumer apps
- Newer platform
|
