| Overview |
A comprehensive wealth management platform that combines CRM, financial planning, and client portal for financial advisors. |
Lumar (formerly DeepCrawl) is an enterprise website intelligence platform that provides technical SEO monitoring and site architecture analysis. It offers cloud-based crawling with automated quality assurance. |
| Pricing |
Subscription (Custom pricing) |
Paid (Custom) |
| Key Features |
- CRM
- Financial planning
- Client portal
- Reporting
- Risk assessment
- Proposal generation
- Account aggregation
- Workflow
|
- Cloud-based crawling
- site architecture analysis
- SEO monitoring
- QA testing
- accessibility audits
- analytics integration
- API access
- automated alerts
|
| Pros |
- Comprehensive advisory platform
- Financial planning tools
- Client portal
- Risk assessment
|
- Enterprise-grade crawling
- Cloud-based convenience
- Good integration options
- Automated monitoring
|
| Cons |
- Expensive
- Complex setup
- Niche market
- Requires training
|
- Expensive
- Enterprise-focused
- Complex setup
- Steep learning curve
|
