| Overview |
A comprehensive wealth management platform that combines CRM, financial planning, and client portal for financial advisors. |
Heap automatically captures every user interaction on your website or app without requiring manual event tracking. It enables retroactive analysis of user behavior data from the moment of installation. |
| Pricing |
Subscription (Custom pricing) |
Freemium ($0-custom) |
| Key Features |
- CRM
- Financial planning
- Client portal
- Reporting
- Risk assessment
- Proposal generation
- Account aggregation
- Workflow
|
- Auto-capture technology
- retroactive analytics
- funnel analysis
- session replay
- user segmentation
- conversion tracking
- data governance
- integrations
|
| Pros |
- Comprehensive advisory platform
- Financial planning tools
- Client portal
- Risk assessment
|
- Automatic event capture
- No manual tagging required
- Retroactive data analysis
- Easy implementation
|
| Cons |
- Expensive
- Complex setup
- Niche market
- Requires training
|
- Can collect excessive data
- Higher cost for large sites
- Limited real-time capabilities
- Data can be noisy without curation
|
