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Complete Features List

Streamline Your Business Essential Plus Enhanced
Automate processes with pre-built & customizable workflows
Keep your team organized with team-based task creation and assignment
Real time access to client information and activities via our mobile app
2-way sync with Google and Outlook calendars
Quick search using customizable tags
Birthday reminders
Notifications when opportunities are getting stagnant
Track groups or households
Easy to access contacts within a company – view all the decision makers or employees within a company at a glance
Track all your tasks – no matter how far in the future they are
Calendar invites sent to your clients before the meeting
No need to change your phone number or email, Finaeo uses your number to call, and your email to message clients
Post meeting flow made for advisors – notes and tasks made on
the fly
Mobile speech to text for post meeting notes
Product book – be able to keep track and reference the products offered to clients
Track your client’s accounts and products
Track your contacts through a sales funnel
Available on any device – PC/Mac/iPhone/Android/iPad/Tablet
Share individual contacts, cases, notes and touchpoints with members of the team, while keeping the rest of your book private
Share and view your calendar with your team and support staff
Keep the team unified – whether the office shares the same book, or whether you work as an independent with an assistant
Insights & Analytics Essential Plus Enhanced
Easily view upcoming client reviews and milestones in pre-built dashboards
Capture every important client detail with hundreds of industry specific fields
Track your client’s account, insurance policies, GICs, segregated funds and annuities
75+ pre-configured searches for instant client segmentation
Security Essential Plus Enhanced
Data stored in Canada
256 bit encryption, SOC 2 complaince = same as major banks
Abide by OAuth 2 requirements
Compliance Essential Plus Enhanced
Time stamped notes
Interactive and time stamped history of the work done day over day
Secure your client’s data in our Tier 4 Canadian cloud
Track all changes to client records with automatic audit trails
Maintain complete and up-to-date recorded client histories
Automatically save all client email activity to the CRM
Client Experience Essential Plus Enhanced
Works with us – give us your insight and feedback to how we can make the platform better for the industry
Reduce your learning curve – no more having to spend months learning how to use it
Setup & Support Essential Plus Enhanced
Complimentary 1-on-1 onboarding & on-going training
Quickly and easily configure fields, views and more to match your
business needs
Unlimited Email support
Unlimited Phone support (1-855-215-9508)
Live chat
Remote platform diagnostic capability
Online knowledge base
Video Tutorials
Free upload of contacts
Complimentary Picture of Aly Dhalla
Future Features Essential Plus Enhanced
Relationship tracker
Integration with Outlook allows you to capture every client interaction
Document storage for templates or edited documents

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