| Overview |
A comprehensive wealth management platform that combines CRM, financial planning, and client portal for financial advisors. |
Skrapp is an email lookup and business data enrichment tool for B2B outreach. It helps sales teams find verified email addresses from LinkedIn profiles and company websites with a simple Chrome extension. |
| Pricing |
Subscription (Custom pricing) |
Freemium ($0-149/mo) |
| Key Features |
- CRM
- Financial planning
- Client portal
- Reporting
- Risk assessment
- Proposal generation
- Account aggregation
- Workflow
|
- Email finder
- LinkedIn extension
- bulk email search
- email verifier
- domain search
- API
- list management
|
| Pros |
- Comprehensive advisory platform
- Financial planning tools
- Client portal
- Risk assessment
|
- Simple and affordable
- Good email accuracy
- Clean interface
- Reliable bulk search
|
| Cons |
- Expensive
- Complex setup
- Niche market
- Requires training
|
- Limited to email finding
- No phone numbers
- Basic feature set
|
