# Finaeo Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is Finaeo the right Insurance solution for you? Explore 13 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/155561/Finaeo/reviews --- Finaeo 4.7 (13) [View alternatives](https://www.capterra.com/p/155561/Finaeo/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Reviews of Finaeo Ease of use 4.6 Customer Service 5.0 ## Showing most helpful reviews Showing 1-13 of 13 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use VR Verified Reviewer Production Manager Financial Services Used the software for: I used a free trial ### "Sophisticated CRM" December 21, 2018 5.0 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 JC Jon C. Certified Financial Planner Financial Services Used the software for: Less than 6 months ### "Next level CRM" March 23, 2017 5.0 Been using this for a couple months now. Is already turning into the best CRM I have ever used. being able to have an AI assistant send me reminder to do things I promised to clients in emails is genius. they're constantly adding new abilities and useful features that are specific to financial advisors. It' s definitely allowed me to step my game up and be on top of things far better than my old CRM and it's still in a fairly early stage. Definitely recommend getting in on this product to anyone in the industry. Pros easy to use, intuitive, the AI features and integration with mobile is good. Cons It's still being worked on so there is a lot of features that need to be added. That being said its happening at a feverish pace. Can't wait to see what this thing will do once it's fully developed Review Source VR Verified Reviewer Marketing Manager Financial Services Used the software for: Less than 6 months ### "The people behind the scenes really make this product great" April 5, 2019 4.0 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 SC Sarah C. Administrative Financial Services Used the software for: 6-12 months ### "The People Make the Product" April 4, 2017 4.0 Finaeo is one of the most user friendly platforms I've ever used. Our company has gone through a lot of different financial platforms and this is by far the easiest to use and the nicest layout. Everything is easy to find and it's so easy to update files and keep track of tasks and appointments. The guys at Finaeo are absolutely the best customer service team out there. They really know they're stuff and are always available to help out and answer any questions you have. I would definitely suggest anyone in need of a client database needs to try Finaeo. Pros User friendly Great customer service Easy to use layout Cons None so far Review Source TB Terra B. Financial Services Used the software for: Less than 6 months ### "Finaeo & their team totally outstanding!" April 4, 2017 5.0 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 JB Jeff B. Used the software for: ### "Finaeo makes running your financial advisory practice easier, more fun, and more profitable" April 7, 2017 5.0 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 HK Howard K. CEO Insurance Used the software for: Less than 6 months ### "What our industry has been needing . . ." April 15, 2017 5.0 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 TP Tracy P. Bookkeepet Insurance Used the software for: Less than 6 months ### "A valuable tool for our growing business!" April 7, 2017 5.0 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 GS Glenn S. President Financial Services Used the software for: Less than 6 months ### "Looking to the Future with Finaeo" April 4, 2017 5.0 Focused on the practical elements of client management and success, with a forward focused technology platform. Willingness to engage end users and define "outcomes" has been excellent, they have an excellent team who care! Pros Ease of use and ability to help shape the future design. Cons Still in early stages, development and capability will improve over time. Review Source WS William S. Used the software for: ### "Great product with a little more development... Very responsive to feedback! " April 5, 2017 5.0 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 CW Colleen W. Used the software for: ### "Overall great! " April 5, 2017 4.0 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 IZ Ilnaz Z. Researcher Financial Services Used the software for: I used a free trial ### "Finaeo Usage Experience" November 29, 2018 4.0 Pros IT product convinient for use and justifies its designation. Cons Lags of obvious usage running app (graphically determined). Review Source BM Bryan M. Used the software for: ### "Great experience so far" April 11, 2017 5.0 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 Similar Products Featured