Finaeo Description
Finaeo, a cloud-based digital assistant platform that is specifically designed for financial advisors, is available in the cloud. Finaeo Inc., a Toronto company, developed Finaeo. This AI-enabled digital assistant helps financial advisors streamline their processes and systems. Finaeo is equipped with enterprise-grade features that allow financial service organizations to have complete control over their back office administration, product mix, data, and client relationships.
Pricing
Pricing Starts At:
$79.00/month/user
Integrations
No Integrations at this time
Company Details
Company:
Finaeo
Headquarters:
Canada
Website:
finaeo.com
Media
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Product Details
Platforms
SaaS
iPhone
iPad
Android
Type of Training
Live Online
Customer Support
Phone Support
Online
Finaeo Features and Options
Financial CRM Software
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management