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.
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Pricing
Starting Price:
$79.00/month/user
Integrations
No integrations listed.
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
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
