--- description: Learn more about Finaeo price, benefits, and disadvantages for businesses in Australia. Read reviews from verified users and discover similar tools that fit your business needs. image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress title: Finaeo Cost & Reviews - Capterra Australia 2026 --- Breadcrumb: [Home](/) > [Insurance Software](/directory/20035/insurance-agency/software) > [Finaeo](/software/155561/finaeo) # Finaeo Canonical: https://www.capterra.com.au/software/155561/finaeo Page: 1 / 2\ Next: [Next page](https://www.capterra.com.au/software/155561/finaeo?page=2) > Finaeo is a digital marketplace that connects insurance carriers, advisors and their clients to streamline policy fulfillment. > > Verdict: Rated **4.7/5** by 13 users. Top-rated for **Likelihood to recommend**. ----- ## Overview ### Who Uses Finaeo? We target independent financial advisors and small \& medium-sized advisory firms. Our target demographic is insurance agents, financial planners, wealth managers, and financial advisors. ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.7/5** | 13 Reviews | | Ease of Use | 4.6/5 | Based on overall reviews | | Customer Support | 5.0/5 | Based on overall reviews | | Value for Money | 4.8/5 | Based on overall reviews | | Features | 4.5/5 | Based on overall reviews | | Recommendation percentage | 90% | (9/10 Likelihood to recommend) | ## About the vendor - **Company**: Finaeo - **Location**: Toronto, Canada - **Founded**: 2016 ## Commercial Context - **Pricing model**: Per User (Free version available) (Free Trial) - **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000 - **Deployment & Platforms**: Cloud, SaaS, Web-based, Android (Mobile), iPhone (Mobile), iPad (Mobile) - **Available Countries**: Canada ## Features - Contact Management - Document Management - Insurance Policy Management - Quotes/Estimates ## Support Options - Chat ## Category - [Insurance Software](https://www.capterra.com.au/directory/20035/insurance-agency/software) ## Alternatives 1. [ePayPolicy](https://www.capterra.com.au/software/198072/epaypolicy) — 4.9/5 (247 reviews) 2. [Jenesis Software](https://www.capterra.com.au/software/119068/jenesis-software) — 4.7/5 (283 reviews) 3. [Applied Epic](https://www.capterra.com.au/software/70671/applied-epic) — 4.2/5 (141 reviews) 4. [Anagram](https://www.capterra.com.au/software/176989/anagram) — 4.7/5 (56 reviews) 5. [Agency Matrix](https://www.capterra.com.au/software/50949/agency-matrix) — 3.7/5 (104 reviews) ## Reviews ### "Sophisticated CRM" — 5.0/5 > **Verified Reviewer** | *21 December 2018* | Financial Services | Recommendation rating: 9.0/10 > > **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. ----- ### "Next level CRM" — 5.0/5 > **Jon** | *23 March 2017* | Financial Services | Recommendation rating: 9.0/10 > > **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 > > 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. ----- ### "The people behind the scenes really make this product great" — 4.0/5 > **Verified Reviewer** | *5 April 2019* | Financial Services | Recommendation rating: 8.0/10 > > **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 ----- ### "The People Make the Product" — 4.0/5 > **Sarah** | *4 April 2017* | Financial Services | Recommendation rating: 9.0/10 > > **Pros**: User friendly Great customer service Easy to use layout > > **Cons**: None so far > > 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. ----- ### "Finaeo & their team totally outstanding\!" — 5.0/5 > **Terra** | *4 April 2017* | Financial Services | Recommendation rating: 9.0/10 > > **Pros**: the ease of use and the team of people behind the scenes, customer service > > **Cons**: don't have any > > 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 ----- Page: 1 / 2\ Next: [Next page](https://www.capterra.com.au/software/155561/finaeo?page=2) ## Links - [View on Capterra](https://www.capterra.com.au/software/155561/finaeo) ## This page is available in the following languages | Locale | URL | | de | | | de-AT | | | de-CH | | | en | | | en-AE | | | en-AU | | | en-CA | | | en-GB | | | en-IE | | | en-IL | | | en-IN | | | en-NZ | | | en-SG | | | en-ZA | | | fr | | | fr-BE | | | fr-CA | | | fr-LU | | ----- ## Structured Data