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.
Visit Finaeo.com to see the full advisor-first platform in action.