| Overview |
A flexible authentication and authorization platform for building secure login experiences with social, passwordless, and MFA support. |
A modern CRM designed specifically for financial advisors that combines contact management with workflow automation and social integration. |
| Pricing |
Freemium (Free-$23/1K MAU) |
Subscription ($45-$59/user/month) |
| Key Features |
- Universal Login
- Social connections
- MFA
- Passwordless
- SSO
- RBAC
- Breached password detection
- Extensibility
|
- Contact management
- Pipeline tracking
- Task management
- Social integration
- Email integration
- Reporting
- Workflow automation
- Mobile app
|
| Pros |
- Comprehensive auth solution
- Many social providers
- Good documentation
- Flexible rules
|
- Modern interface for advisors
- Easy to learn
- Good integrations with financial tools
- Social media integration
|
| Cons |
- Expensive at scale
- Complex pricing
- Can be overkill
- Okta acquisition concerns
|
- Limited to financial advisory
- Basic reporting
- Smaller feature set
- No marketing automation
|
