Screenshots

Description

Our mobile app for financial advisors is the easy way to manage clients, meetings and notes on the fly.

Instantly connect to your back-office toolkit:
• Access detailed client info
• Type or dictate notes after a meeting
• Upload pics of important documents
• Add & complete tasks as you work

Bionic advisors always have the right tool for the job, and sometimes that means taking your database on the road! With the Finaeo app, advisors spend less time taking notes and more time shaking hands.

What’s New

Version 3.21.0

Fixed - Now cannot save contact note without both title and body
Fixed - Spacing with 'add task' icon on post meeting
Fixed - Critical issue with post meeting note contact ID
Fixed - Amplitude calls

Ratings and Reviews

5.0 out of 5
9 Ratings

9 Ratings

JasonCarvalho ,

Financial Advisors Need Finaeo

Working with Finaeo and using this app has been an eye opening experience on how advisors need a mobile first app / platform to help them automate their backend office!

Excited to see the next version!

impuls3iv ,

Great

Awesome app to extend the Finaeo desktop application. Allows me to capture essential information DURING my face to face meetings

DillonPL ,

Loving it

Light years ahead of anything else on the market

Information

Seller
FINAEO Inc.
Size
26.5 MB
Category
Utilities
Compatibility

Requires iOS 9.0 or later. Compatible with iPhone, iPad and iPod touch.

Languages

English

Age Rating
Rated 4+
Copyright
© Finaeo Inc (2019)
Price
Free

Supports

  • Family Sharing

    Up to six family members will be able to use this app with Family Sharing enabled.

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