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.
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
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!
Awesome app to extend the Finaeo desktop application. Allows me to capture essential information DURING my face to face meetings
Light years ahead of anything else on the market
Up to six family members will be able to use this app with Family Sharing enabled.