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.

About Finaeo

Finaeo is a cloud-based digital assistance platform specifically created for financial advisors. Developed by Finaeo Inc., a Toronto-based company, this AI-enabled digital assistant and sales coach helps financial advisors in streamlining their systems and processes. Equipped with enterprise-grade features, Finaeo enables financial service organizations to have a complete control over their back-office administration and product mix and data, and client relationships.

Pricing

Starting Price:
$79.00/month/user

Integrations

No integrations listed.

Ratings/Reviews

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

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Company Information

Finaeo
Canada
finaeo.com

Videos and Screen Captures

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Product Details

Platforms Supported
Cloud
iPhone
iPad
Android
Training
Live Online
Support
Phone Support
Online

Finaeo Frequently Asked Questions

Q: What kinds of users and organization types does Finaeo work with?
Finaeo works with these users and organization types: Mid Size Business, Small Business, Enterprise, Freelance, Nonprofit, Government, and Startup.
Q: What languages does Finaeo support in their product?
Finaeo supports these languages: English.
Q: What kind of support options does Finaeo offer?
Finaeo offers support via phone support and online.
Q: Does Finaeo have a mobile app?
Yes, Finaeo has a mobile app for Android, iPhone, and iPad.
Q: What type of training does Finaeo provide?
Finaeo provides training in the form of live online.
Q: How much does Finaeo cost?
Pricing for Finaeo starts at $79.00/month/user.

Finaeo Product Features

Financial CRM

Lead Management Supported
Relationship Tracking Supported
Team Assignments Supported
Account Alerts Not Supported
Asset Management Not Supported
Expense Tracking Not Supported
Household Tracking Not Supported
Influence Tracking Not Supported
Marketing Management Not Supported
Territory Management Not Supported