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Average Ratings 0 Ratings

Total
ease
features
design
support

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Description

This platform dedicated to financial wellness delivers customized solutions specifically designed to address the distinct requirements of various businesses. By utilizing its APIs, users can create applications featuring in-depth financial forecasts. The white-label financial planner offers a complete DIY financial planning experience, while interactive calculators can be seamlessly integrated into websites to enhance user engagement. Additionally, the platform prioritizes educational resources and classes, fostering increased financial confidence and literacy among users. Financial advisors are equipped with specialized tools that facilitate close collaboration with clients on their financial strategies. The platform's comprehensive approach incorporates the Financial Projection Engine (FPE), which provides detailed financial analyses that empower individuals to make well-informed decisions regarding their finances and time management. Furthermore, the straightforward implementation process, whether through customizable planners or APIs, guarantees a smooth alignment with a business's objectives, ultimately enhancing overall user satisfaction.

Description

Finaeo is a digital assistance platform hosted in the cloud, designed exclusively for financial advisors. Created by a company based in Toronto known as Finaeo Inc., this AI-driven assistant serves as a sales coach to help financial advisors optimize their operations and workflows. With robust, enterprise-level functionalities, Finaeo empowers financial service organizations to effectively manage their back-office operations, product offerings, data, and client interactions, ensuring comprehensive control over these critical areas. In doing so, it enhances the overall efficiency and effectiveness of financial advisory practices.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

$120 per year
Free Trial
Free Version

Pricing Details

$79.00/month/user
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Boldin

Founded

2015

Country

United States

Website

www.boldin.com/retirement/enterprise/home/

Vendor Details

Company Name

Finaeo

Country

Canada

Website

finaeo.com

Product Features

Product Features

Financial CRM

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

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Alternatives

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