| Overview |
A comprehensive wealth management platform that combines CRM, financial planning, and client portal for financial advisors. |
Smartlook provides qualitative analytics through session recordings and heatmaps for both websites and mobile apps. It offers event-based tracking with always-on session recording for comprehensive behavior analysis. |
| Pricing |
Subscription (Custom pricing) |
Freemium ($0-custom) |
| Key Features |
- CRM
- Financial planning
- Client portal
- Reporting
- Risk assessment
- Proposal generation
- Account aggregation
- Workflow
|
- Session recordings
- heatmaps
- event tracking
- funnel analysis
- mobile app analytics
- crash reports
- retention tables
- API access
|
| Pros |
- Comprehensive advisory platform
- Financial planning tools
- Client portal
- Risk assessment
|
- Good mobile app support
- Always-on recording
- Affordable pricing
- Easy implementation
|
| Cons |
- Expensive
- Complex setup
- Niche market
- Requires training
|
- Limited free tier
- Basic heatmaps
- Fewer features than enterprise tools
- Dashboard could be more intuitive
|
