The marketing tag that has been used by Finaeo is “Digital assistant and Sales Coach for Financial Advisors”. The tag is in fact real because the assistance provided by Finaeo will help even a fresher in understanding the customer relationship. All the features of Finaeo are very interesting and advisors can use them in getting the best results.With its easy interface the advisors can jump right right into the action. The cloud platform will help the advisors to access the database anywhere and at any time. It has some of the cool features like voice notes which can be recorded after the completion of a meeting with the client. This helps in recording the quick ideas, opinions before you forget them.

Mobile Support


Mobile Platform

IOS, Android

Desktop OS Support

Windows, Macintosh

Multi Language Support



Not Available


Yearly Payment, Monthly payment

API Support

Yes - API Available

Technical Support

Phone Support, Chat Support, Email Support

Is it cloud based?


Open Source


Software Suites for?

Small Business, Medium Sized Business, Large Business

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