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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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?
Q: What languages does Finaeo support in their product?
Q: What kind of support options does Finaeo offer?
Q: Does Finaeo have a mobile app?
Q: What type of training does Finaeo provide?
Q: How much does Finaeo cost?

Finaeo Product Features

Financial CRM

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