| Overview |
A comprehensive wealth management platform that combines CRM, financial planning, and client portal for financial advisors. |
Hunter.io is an email finding and verification platform that helps sales teams discover professional email addresses. It crawls the web to index public email addresses and provides domain search and verification tools. |
| Pricing |
Subscription (Custom pricing) |
Freemium ($0-399/mo) |
| Key Features |
- CRM
- Financial planning
- Client portal
- Reporting
- Risk assessment
- Proposal generation
- Account aggregation
- Workflow
|
- Email finder
- domain search
- email verifier
- bulk tasks
- campaigns
- browser extension
- API
|
| Pros |
- Comprehensive advisory platform
- Financial planning tools
- Client portal
- Risk assessment
|
- Excellent email finding accuracy
- Clean API
- Good verification
- Simple interface
|
| Cons |
- Expensive
- Complex setup
- Niche market
- Requires training
|
- Limited to email discovery
- No phone numbers
- Can miss newer contacts
|
