Finly
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About
Finly is a comprehensive software designed for financial advisors, streamlining administrative processes and enhancing client interactions. It centralizes functions from lead capture to policy management, enabling advisors to focus on consultation. The cloud-based architecture allows access to client information and business data from any location, ensuring continuous productivity. It has a rating of 4.4 based on 18.7K reviews. Finly offers both free and subscription pricing models, with a free trial and a free version available.
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