Stop chasing.
Start advising.
You spend too much time chasing clients and documents. Finlay gives you qualified leads with complete profiles, organized documents, and automated reminders - so every conversation is productive from the first minute.
My clients
The daily frustrations, fixed
Documents sent everywhere
Email, WhatsApp, WeTransfer, cloud drives - you waste 5–10 hours a week just searching, and what you find is often outdated.
Reminders are manual
200+ clients, all with different premium dates. Spreadsheets fail, policies lapse, and clients blame you. Trust erodes.
You don't know what they own
Policies scattered across providers, investments across apps. You burn hours just understanding their baseline.
You miss the moments
Birthdays, anniversaries, policy milestones - chances to build loyalty. Without a system you forget. Others don't.
Leads are costly & cold
You spend heavily on lead-gen, yet most prospects arrive with no data, no goals, and no idea what they want.
Endless data entry
KYC, forms, statements - repeated for every new client. Your time is worth far more than data entry.
Clients arrive prepared. You arrive informed.
Finlay flips the traditional lead model - every conversation is productive from the first minute.
Client completes their profile
They add every asset and finish the full 5-stage PFR. With permission, their profile becomes visible to you.
You get permission-based access
See their complete picture - assets, liabilities, coverage, portfolio, goals and documents. No discovery calls.
You identify gaps & recommend
Review the automated gap analysis: missing cover, underperformance, tax-saving opportunities. Know what to suggest first.
You advise, sell faster, earn
Recommend based on verified need. The client buys, you earn commission. Everyone wins - minus the chasing.
Everything to manage your book, in one place
Your whole book, at a glance
See every assigned client in one list, with status at a glance and instant access to each financial summary.
Advise on what they actually need
Because you review the complete profile first, every recommendation is needs-based, specific and credible - which is exactly why they convert.
Insurance products
Investment products
Built to save you hours
Fill PFR on their behalf
For clients who need help, complete their review and add policies & documents directly - with their permission.
In-platform chat
Communicate, share documents and schedule meetings inside Finlay. Every conversation recorded and organized.
Document management
Request specific documents, track request status in real time, and view everything organized by client and asset.
Permission-based access
See only what clients allow. Request specific assets or the full profile - they can revoke access anytime.
Automated reminders
The system sends clients automatic notifications about premiums, renewals and document expirations for you.
Global asset support
Drill into any client's full picture in seconds net worth, allocation, policies, performance and milestones.
Bring your clients. Earn rewards.
For every existing client you bring onto Finlay, you earn points. Apply them to up to 50% of your monthly subscription - and they never expire.
Everything you need. One simple price.
No tiers. No hidden fees. All features included - plus optional visibility boosts. Cancel anytime.
All-in-One Advisor Plan
Advanced features- Client management dashboard
- In-platform chat
- Premium payment reminders
- Permission-based access
- Gap analysis & recommendations
- Fill PFR on client's behalf
- Full client financial profile
- Client financial summary
- Document requests & management
- Client occasions dashboard
- Lead generation & matching
- Rewards program (earn points)
- Add assets on client's behalf
- Unlimited clients
Got concerns? contact us without hesitation!
Your thoughts matter - contact us anytime
Contact us nowReward points apply to your plan - up to 50% of the monthly subscription fee.
Optional add-ons
Get in front of more clients and stand out from the competition.
Profile Boost
- Higher search ranking
- "Boosted" badge on profile
- Priority in matching
Featured Badge
- Top 3 search position
- Email spotlight
Spotlight Listing
- #1 search position
- "Spotlight" badge
- Homepage placement
- Social media promotion
A better way to run your practice
Questions, answered
Ready to stop chasing and start advising?
Join Finlay Stakes today. Get qualified leads, serve clients efficiently, and earn rewards.