| Overview |
A comprehensive wealth management platform that combines CRM, financial planning, and client portal for financial advisors. |
ContactOut is a Chrome extension and platform that finds personal and work email addresses and phone numbers from LinkedIn profiles. It specializes in sourcing contact information for recruiters and sales professionals. |
| Pricing |
Subscription (Custom pricing) |
Freemium ($0-99/user/mo) |
| Key Features |
- CRM
- Financial planning
- Client portal
- Reporting
- Risk assessment
- Proposal generation
- Account aggregation
- Workflow
|
- Email finder
- phone numbers
- LinkedIn overlay
- search portal
- data enrichment
- ATS integration
- API
|
| Pros |
- Comprehensive advisory platform
- Financial planning tools
- Client portal
- Risk assessment
|
- Finds personal emails
- Good LinkedIn integration
- Accurate data
- Easy Chrome extension
|
| Cons |
- Expensive
- Complex setup
- Niche market
- Requires training
|
- Primarily recruiter-focused
- Limited free credits
- Smaller B2B database
|
