You can set your own document style preferences in Finley

Finley is designed to help advisers prepare high-quality, client-specific Statements of Advice by combining uploaded evidence with clear adviser instructions. Like any advice process, the quality of the output depends heavily on the quality of the brief.

We will soon be releasing our new client portfolio datafeeds feature, starting with Desktop Broker and NetWealth

Finley + ProductRex: A tech integration that lowers the cost of advice

Using the Projections Workspace in Filey, you can map out your clients’ financial projections and have the scenario rendered back into the SOA.

Using the Finley AI Console

Building an SOA with the help of Finley

Most CRMs are built around records.

Finley places AI at the centre of the client relationship workflow.