Finaeo app for iPhone and iPad


4.6 ( 336 ratings )
Utilities Finance
Developer: Finaeo
Free
Current version: 3.21.0, last update: 4 years ago
First release : 24 Jan 2017
App size: 25.28 Mb

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.