Are you using the Finaeo platform across your team? Share contacts, not logins!
We are on a mission to bridge the digital divide between advisors and their clients. That means creating a digital environment that makes it easier for you to collaborate with your team, so you can focus on helping clients together. However, we also know that it’s important to have visibility and control over the roles and assignments of your team. With Finaeo’s team capabilities, you will be able to assign different roles and levels of access to your partners while also deciding which contacts to share.
Enjoy bulk contact management
With Finaeo’s new team feature, you can enjoy bulk contact management by choosing to share specific contacts from your book of business without having to share personal contacts or leads. Keep your personal contacts private and only share those that are relevant to your team.
Create a team and invite colleagues
As a team owner, you have the ability to work seamlessly with other advisors in your firm when creating a team through your Finaeo profile. In addition, both team owners and admins can invite team members as well as control their access privileges. Only team owners will be able to revoke access or transfer ownership of a team to someone else at any time.
See below for a chart of Roles & Capabilities.