| Overview |
A flexible authentication and authorization platform for building secure login experiences with social, passwordless, and MFA support. |
A CRM and financial planning platform designed for financial advisors that combines client management with planning tools. |
| Pricing |
Freemium (Free-$23/1K MAU) |
Subscription ($59-$139/user/month) |
| Key Features |
- Universal Login
- Social connections
- MFA
- Passwordless
- SSO
- RBAC
- Breached password detection
- Extensibility
|
- Financial CRM
- Financial planning
- Compliance
- Document management
- Marketing
- Reporting
- Risk analysis
- Client portal
|
| Pros |
- Comprehensive auth solution
- Many social providers
- Good documentation
- Flexible rules
|
- Combined CRM and planning
- Financial advisor focused
- Risk analysis tools
- Client portal
|
| Cons |
- Expensive at scale
- Complex pricing
- Can be overkill
- Okta acquisition concerns
|
- Limited market awareness
- Smaller user base
- Basic interface
- Fewer integrations
|
