# Finaeo Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about Finaeo Software - reviews, pricing plans, popular comparisons to other Insurance products and more. Source: https://www.capterra.com/p/155561/Finaeo --- # Finaeo Software Review 2026: Features, Integrations, Pros & Cons Last updated on March 13, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. Independent research methodology Capterra’s researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider’s website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/) [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews) Finaeo ## What is Finaeo? Finaeo's digital marketplace provides advisors, their clients and insurance carriers the technology needed to thrive in a digital era. Finaeo's technology streamlines insurance applications to help advisors go from "prospect-to-policy" on one digital platform, while providing carriers with access to tools that help create on-the-fly e-apps, automated underwriting models and transformation technology. ## What is Finaeo used for? [Insurance](https://www.capterra.com/insurance-agency-software/) Top alternative Featured Overall rating Based on 13 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Contact vendor for pricing Free trial available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Finaeo?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://finaeo.com/&name=Finaeo) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Finaeo 4.7 (13) VS. [4.9 (247)](https://www.capterra.com/p/198072/ePayPolicy/reviews/) Starting Price Contact vendor Starting Price $25 Per Feature, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.6 (13) Ease Of Use 4.9 (247) Value For Money 4.8 (9) Value For Money 4.8 (241) Customer Service 5.0 (11) Customer Service 4.8 (227) ## Finaeo alternatives [4.7 (283)](https://www.capterra.com/p/119068/Jenesis-Software/reviews/) Starting price $70.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [4.2 (141)](https://www.capterra.com/p/70671/Applied-Epic/reviews/) Starting price $1000.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 80% of reviewers rated it above 4 stars [3.7 (74)](https://www.capterra.com/p/102928/EZLynx/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 62% of reviewers rated it above 4 stars [4.7 (56)](https://www.capterra.com/p/225457/Anagram/reviews/) Starting price $27.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 95% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/155561/Finaeo/alternatives/) ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Contact Management Manage, organize, and store contact information Document Management Store, manage, and track all electronic documents in a centralized location Document Storage Store and organize documents in a centralized system Insurance Policy Management Create, administer and manage insurance policies for various customers and insurance lines Lead Management Store information about leads or contacts and track, manage and nurture them throughout the sales process Life & Health Businesses operating within the life and health insurance sectors Finaeo 7 features Manage, organize, and store contact information Store, manage, and track all electronic documents in a centralized location Store and organize documents in a centralized system Create, administer and manage insurance policies for various customers and insurance lines Store information about leads or contacts and track, manage and nurture them throughout the sales process Businesses operating within the life and health insurance sectors Generate quotes or estimates for customers Get Advice We can help you find the software with the features you need. Features 4.5 (13) 4.5 Based on 13 reviews ## Pricing Value for money 4.8 (9) ### Starting price Contact vendor for pricing Free trial available Value for money 4.8 (9) 4.8 Based on 9 reviews Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 5.0 (11) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 5.0 (11) 5.0 Based on 11 reviews ## User reviews Overall rating 4.7 Based on 13 reviews Filter by rating 5(9) 4(4) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent AU Anonymous User Marketing Manager Financial Services ### "The people behind the scenes really make this product great" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 April 5, 2019 Pros There is such a patient and dedicated team behind the product, fantastic customer service Cons The software is still new so some things are being worked out but I don't doubt it'll continue to improve Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. AU Anonymous User Production Manager Financial Services ### "Sophisticated CRM" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 9/10 December 21, 2018 Pros Easy to use on desktop & mobile. Clean interface & very aesthetically pleasing. Cons I understand that this product is still being worked on every day so bugs are being fixed on the regular. Other than that, I didn't find any other issues. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. IZ Ilnaz Z. Researcher Financial Services ### "Finaeo Usage Experience" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 8/10 November 29, 2018 Pros IT product convinient for use and justifies its designation. Cons Lags of obvious usage running app (graphically determined). Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. HK Howard K. CEO Insurance ### "What our industry has been needing . . ." 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 April 15, 2017 Couldn't recommend this product enough to other people in the financial services and insurance industry. This product was built for them! Recommendation to other buyers: Definitely take a close look at this if you're in insurance or financial services. Pros Pros: Very clean design and modern looking. Built specifically for financial advisors and brokers, so tracks the right information for me. Cons Cons: Nothing major Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. BM Bryan M. ### "Great experience so far" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 April 11, 2017 The Finaeo team is very proactive as well as responsive. A pleasure to work with so far and a platform which has already helped me in my business very much. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. JB Jeff B. ### "Finaeo makes running your financial advisory practice easier, more fun, and more profitable" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 0/10 April 7, 2017 Finaeo is an awesome, early-stage product for financial advisors. They are working hard and succeeding at filling a niche in how financial advisors better manage their books of business. This, in turn, makes it easier to stay on top of the core function of our business: managing our client relationships. Finaeo is already useful -- from tracking meetings and important notes to the size and timing of deal-flows -- and they've only just begun. What they end up doing with Domo, their AI assistant, may prove to be the game-changer that slays all other CRM-type competitors in this niche. It's exciting to see what lies in store both for the product but also for the modern-day advisor looking to stay on top of the many moving parts that compete for our focus day-in, day-out. I highly recommend considering making Finaeo your go-to CRM for your financial advisory practice. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. TP Tracy P. Bookkeepet Insurance ### "A valuable tool for our growing business!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 April 7, 2017 It has been a pleasure working with Jonathan at Finaeo. He is very accommodating, professional and receptive to our ideas and suggestions. We are very excited about the new and updated features that Finaeo will provide. I am certain that in the very near future we will become very reliant on this valuable tool and it will give us the capability of providing excellent customer service for our existing and new clients! Pros Flexibility Cons No reports...yet Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. CW Colleen W. ### "Overall great! " 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 0/10 April 5, 2017 Overall great experience so far. What makes it so great is the customer service and response time for any issues we experience. I think there is a few more things that need to be added to the program but so far happy with Finaeo. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. WS William S. ### "Great product with a little more development... Very responsive to feedback! " 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 0/10 April 5, 2017 As an advisor who has seen several systems used for CRM this one is definitely on the forefront. The decision to use Finaeo was easy for me as I use it to bridge my two unrelated businesses and matriculate my customers from one side into prospects, and then into clients by easy reminders and automation of tasks that used to be left up to me or an assistant. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. TB Terra B. Financial Services ### "Finaeo & their team totally outstanding!" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 April 4, 2017 Working with the team at Finaeo has been a great experience. They listen and implement changes to the program efficiently and seeing the evolution makes it exciting to be using their program. Being a part of this process and knowing their vision, passion and where they are taking this for the future is a privilege. They are creating a product that will ultimately help me in my business to be a better, more compliant, up to date and organized me! Putting my best foot forward with my clients. Thanks Finaeo Pros the ease of use and the team of people behind the scenes, customer service Cons don't have any Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/155561/Finaeo/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)