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Platforms Supported

Windows
Mac
Linux
SaaS / Web
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
SaaS / Web
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Finaeo targets small and medium-sized firms and independent financial advisors. This software solution works best for financial planners, insurance agents, financial advisors, and wealth managers.

Audience

Financial advisors

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

No images available

Pricing

$79.00/month/user
Free Version
Free Trial

Pricing

$60/month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Finaeo
Canada
finaeo.com

Company Information

LeadCenter.AI
Founded: 2016
United States
www.leadcenter.ai/

Alternatives

Alternatives

Freshsales

Freshsales

Freshworks
NexJ CRM

NexJ CRM

NexJ Systems Inc.
enVisual360

enVisual360

enSynergy Professional Services
Teknovate CRM

Teknovate CRM

Teknovative Solution
Zendesk Sell

Zendesk Sell

Zendesk

Categories

Categories

Financial CRM Features

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Integrations

No info available.

Integrations

No info available.
Claim Finaeo and update features and information
Claim Finaeo and update features and information
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Claim LeadCenter.AI and update features and information