--- description: Finaeo : qu'en pensent les utilisateurs ? Lisez les avis clients sur Finaeo, consultez les prix, tarifs, abonnements et découvrez ses fonctionnalités grâce à Capterra Luxembourg. image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress title: Finaeo - Avis, notes, prix et abonnements - Capterra Luxembourg 2026 --- Breadcrumb: [Accueil](/) > [Assurance](/directory/20035/insurance-agency/software) > [Finaeo](/software/155561/finaeo) # Finaeo Canonical: https://www.capterra.lu/software/155561/finaeo Page : 1/2\ Suivant: [Page suivante](https://www.capterra.lu/software/155561/finaeo?page=2) > Finaeo, une plateforme d'assistance numérique gratuite conçue pour les conseillers par les conseillers, automatise l'administration du back-office grâce à un CRM personnalisé. > > Conclusion : 13 utilisateurs lui ont donné la note de **4.7/5**. Figure au meilleur classement pour **Probabilité de recommander le produit**. ----- ## Présentation ### Qui utilise Finaeo ? Les conseillers financiers indépendants et les petites entreprises, ainsi que celles de taille moyenne. Le marché cible de l'éditeur inclut des agents d'assurance, des planificateurs financiers, des gestionnaires de patrimoine et des conseillers financiers. ## Statistiques et notes | Métrique | Notation | En détail | | **Note globale** | **4.7/5** | 13 Avis | | Simplicité | 4.6/5 | D'après l'ensemble des avis | | Support client | 5.0/5 | D'après l'ensemble des avis | | Rapport qualité-prix | 4.8/5 | D'après l'ensemble des avis | | Fonctionnalités | 4.5/5 | D'après l'ensemble des avis | | Pourcentage de recommandation | 90% | (9/10 Probabilité de recommander le produit) | ## À propos de l'éditeur - **Société**: Finaeo - **Pays**: Toronto, Canada - **Fondé**: 2016 ## Contexte commercial - **Type de licence**: (Version gratuite disponible) (Essai gratuit) - **Public cible**: Auto-entrepreneur, 2–10, 11–50, 51–200, 201–500, 501–1.000 - **Déploiement et plateformes**: Cloud, SaaS, web, Android (mobile), iPhone (mobile), iPad (mobile) - **Pays disponibles**: Canada ## Fonctionnalités - Devis - Gestion des contacts - Gestion des documents - Gestion des polices d'assurance ## Ressources d'aide - Chat ## Category - [Assurance](https://www.capterra.lu/directory/20035/insurance-agency/software) ## Logiciels similaires 1. 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Other than that, I didn't find any other issues. ----- ### "Next level CRM" — 5.0/5 > **Jon** | *23 mars 2017* | Services financiers | Taux de recommandation : 9.0/10 > > **Avantages**: easy to use, intuitive, the AI features and integration with mobile is good. > > **Inconvénients**: 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 > **Utilisateur vérifié** | *5 avril 2019* | Services financiers | Taux de recommandation : 8.0/10 > > **Avantages**: There is such a patient and dedicated team behind the product, fantastic customer service > > **Inconvénients**: 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 avril 2017* | Services financiers | Taux de recommandation : 9.0/10 > > **Avantages**: User friendly Great customer service Easy to use layout > > **Inconvénients**: 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 avril 2017* | Services financiers | Taux de recommandation : 9.0/10 > > **Avantages**: the ease of use and the team of people behind the scenes, customer service > > **Inconvénients**: 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\ Suivant: [Page suivante](https://www.capterra.lu/software/155561/finaeo?page=2) ## Liens - [Afficher sur Capterra](https://www.capterra.lu/software/155561/finaeo) ## Cette page est disponible dans les langues suivantes. | Langue | 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 | | ----- ## Données structurées