A comprehensive wealth management platform that combines CRM, financial planning, and client portal for financial advisors.
Full Review
Lumar (formerly DeepCrawl) is an enterprise website intelligence platform that provides technical SEO monitoring and site architecture analysis. It offers…
Full ReviewAdvisor Engine: A comprehensive wealth management platform that combines CRM, financial planning, and client portal for financial advisors.
Lumar: 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.
Detailed integration guide coming soon. We're researching the specific ways Advisor Engine and Lumar work together — including native integrations, third-party connectors, and API options. Check back for a complete step-by-step guide.
These platforms can help you connect Advisor Engine and Lumar without writing code:
