Your whole financial life,
organized in one place.
Track your assets, insurance, investments and documents - get smart reminders, and
share with your advisor on your terms. Finlay organizes your money. It never trades,
invests, or touches it.
Managing your financial life is harder than it should be
Scattered documents, missed deadlines, and no single view. These are the pain points Finlay was built to fix.
Documents everywhere
Deeds, tax receipts and insurance papers scattered across devices, emails and clouds.
Policies hard to track
Premium due dates missed, certificates lost, policies lapsing when you least expect it.
Investments scattered
Stocks, funds and bonds each on a different app, with no single view of the whole.
Assets across the world
Property, accounts and gold spread across countries and currencies - hard to see at a glance.
Family left in the dark
If something happens, your family may not know what you own or how to claim it. Millions go unclaimed.
Deadlines forgotten
Renewals, expirations and anniversaries - something always slips through the cracks.
Everything you own, beautifully in order
Every policy, every renewal - at a glance
Add all your insurance in one organized view: life, health, vehicle, home and travel. Track premiums, coverage and nominees - and never miss a renewal again.
Term Life · $500,000
Premium $1,200/yr · Renews Dec 12
Family Health · $50,000
Premium $480 · Due Apr 22
A complete picture of what you hold
Record every holding in one place - mutual funds, stocks, fixed deposits, retirement accounts, bonds, real estate and gold. See invested vs. current value, all in your preferred currency.
Your net worth, in real time
One view that adds it all up - total net worth across every asset, allocation breakdown, active policies, performance and the next deadlines coming up. Multi-currency, multi-country, always current.
$1,284,500
Your profile, in five simple stages
The PFR is the heart of the advisor relationship. Complete it once - by yourself or via a guided chat - and your advisor has everything they need for truly personalized advice.
Tell us about you
A quick introduction so your profile starts on the right foot - the basics that shape everything that follows.
Built around peace of mind
Nominee management
Assign nominees per asset with allocation %. If you go inactive, they’re notified and guided through claims.
Document vault
Certificates, KYC, statements, deeds and receipts - organized by asset type, accessible anywhere.
Smart reminders
Premiums, renewals, document expiry, maturities and goal milestones - all tracked for you.
Property management
Address, value, ownership and documents - tracked across multiple countries and currencies.
Advisor collaboration
Permission-based access you grant or revoke anytime, with secure chat and a full audit trail.
Security & privacy
Your data stays in your own cloud. End-to-end encryption. Complete ownership and control.
Global asset support
Add assets from any country, value in multiple currencies, and see net worth in your preferred one.
Document sharing
No more email or WhatsApp handovers. Share securely in platform - every action recorded.
From scattered to sorted in five steps
Add your assets
Start by adding your properties, insurance policies and investments. Upload documents to your vault.
Set reminders
Configure premium due dates, policy renewals and important deadlines. Never miss one again.
Add nominees
Assign nominees to each asset and policy. The system monitors activity and protects your family automatically.
Share with your advisor
Grant secure, permission-based access to your organized profile - and control exactly what they see.
Track everything
Monitor your full financial picture from one dashboard - net worth, performance and upcoming deadlines.
Finlay vs. the old way
Questions, answered
Are you a financial advisor?
Join Finlay Stakes to serve clients better - a secure workspace, qualified leads with complete profiles, and a rewards program.