| Overview |
A comprehensive wealth management platform that combines CRM, financial planning, and client portal for financial advisors. |
Kaspr is a prospecting tool that provides B2B contact data including phone numbers and email addresses directly from LinkedIn. It offers a Chrome extension and dashboard for lead management and enrichment. |
| Pricing |
Subscription (Custom pricing) |
Freemium ($0-79/user/mo) |
| Key Features |
- CRM
- Financial planning
- Client portal
- Reporting
- Risk assessment
- Proposal generation
- Account aggregation
- Workflow
|
- LinkedIn data extraction
- phone numbers
- email finder
- Chrome extension
- enrichment
- workflow automation
- CRM integration
|
| Pros |
- Comprehensive advisory platform
- Financial planning tools
- Client portal
- Risk assessment
|
- Good European data
- Easy to use
- Affordable
- Real-time data retrieval
|
| Cons |
- Expensive
- Complex setup
- Niche market
- Requires training
|
- Smaller US database
- Limited features beyond data
- Newer platform
|
