We help insurance advisors build stronger client relationships.
Finaeo is available both on web and on mobile. Our web version helps you run your book, while our mobile companion helps you run your day.
On the cloud
Your data will never vanish because it is on the cloud.
Finaeo supports multi-channels so that you can run your business from home or at the office.
Get your time back
Finaeo helps you organize your day, so you can save time and focus it on the important aspects of your business – building strong client relationships.
After a meeting, leaving voice notes lets you keep track of client details without tedious data entry.
Finaeo notifies you with important information, letting you save time planning and spend time doing instead.
Know your client
Finaeo puts your client at the center of the experience. Save detailed information so you’re always prepared for the next meeting through tags, notes, and timelines.
Tag your clients with a robust tagging system, allowing you to quickly sort clients.
Keep track of you and your client’s history through a timeline that lists your interactions & activities.
Ready to grow your book?
Take the first step to Finaeo.