| Overview |
A comprehensive wealth management platform that combines CRM, financial planning, and client portal for financial advisors. |
Looker is a modern business intelligence platform now part of Google Cloud that uses a modeling language called LookML. It provides governed data exploration and embedded analytics for organizations. |
| Pricing |
Subscription (Custom pricing) |
Paid (Custom) |
| Key Features |
- CRM
- Financial planning
- Client portal
- Reporting
- Risk assessment
- Proposal generation
- Account aggregation
- Workflow
|
- LookML modeling
- data exploration
- embedded analytics
- custom applications
- Git integration
- API access
- scheduling
- Google Cloud integration
|
| Pros |
- Comprehensive advisory platform
- Financial planning tools
- Client portal
- Risk assessment
|
- Strong data governance
- LookML is powerful
- Good embedded analytics
- API-first approach
|
| Cons |
- Expensive
- Complex setup
- Niche market
- Requires training
|
- Steep learning curve
- Requires technical setup
- Expensive
- Limited visualization options
|
