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Finaeo Review

1

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Very good

Revainrating 4 out of 5Β Β 
RatingΒ 
4.0
Business Services Providers, Business Finance

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Description of Finaeo

Finaeo is a FREE cloud-based digital assistance platform that enables insurance advisors to save time, stay compliant, and streamline their systems to be efficient. Advisors that #RunAdvising with Finaeo has total control over their client relationships, back-office administration, product mix & data.

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Type of review

Revainrating 4 out of 5

This is a great platform for anyone looking to start their own online business.

It has a very nice clean layout with great images that are professionally put together. Its easy to use, a real pleasure to navigate around, and to create new products and services. The platform is easy to use, and very responsive to any changes you make. It's intuitive and straightforward to add your products and services into the system. Once you've got them set up and ready to go, adding clients is simple. You'll get a notification when your clients signup, allowing you to respond…

Pros
  • The platform provides all of the tools necessary for entrepreneurs who want to launch their own freelance/digital agency service or freelance service
  • It has been created by experienced entrepreneurs, therefore it offers the best support available in the industry
  • Very customizable features - you can build whatever you want
Cons
  • Not every feature will be useful for every entrepreneur
  • Platform has been around for a while, so there may be better alternatives out there