Stop chasing.
Start advising.
You spend too much time chasing clients and documents. FinlayStakes 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Email, WhatsApp, WeTransfer, cloud drives - you waste 5–10 hours a week just searching, and what you find is often outdated.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.
FinlayStakes 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 FinlayStakes. 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 FinlayStakes, you earn points. Apply them to up to 50% of your monthly subscription - and they never expire.
Simple pricing. Built for you.
Start with a 15-day free trial to explore the system. Activate a paid plan to add clients, get discovered, and receive leads in the areas you cover.
Free Trial
Explore the Finlay Stakes system- Full access to the CRM & dashboard
- Explore PFR forms, chat, and tools
- Configure your profile and preview coverage pricing
- No client onboarding during trial
- No lead generation during trial
- Not visible in search results
Base CRM Plan
Unlock clients, leads, and visibility- Unlimited clients in your workspace
- Client management dashboard
- In-platform chat & premium reminders
- PFR filling & document requests
- Gap analysis & recommendations
- Permission-based access
- Lead generation & matching (with active profile + coverage)
- Rewards program (earn credit toward plan)
📍 Coverage Fees
Pay only for the areas where you want to be visible and receive leads.
Choose where you work
Coverage is billed monthly and can be adjusted anytime.
| Coverage Level | Description | Monthly Fee |
|---|---|---|
| 📍Distance | Radius from your base location (capped) | $0.50 / km (max $50) |
| 🌍Country | Full-country visibility & lead routing | from $20 |
| 🏛️State / Province | Regional targeting within a country | from $5 |
| 🏙️City | Hyper-local targeting for a specific city | from $3 |
🚀 Boost Your Visibility
Optional day-based boosts. Jump ahead in search results and get discovered faster.
Profile Boost
Higher search ranking + "Boosted" badge on your profile.
- Higher search ranking
- "Boosted" badge on profile
- Priority in matching
Featured Badge
Top 3 search position + email spotlight to matched clients.
- Top 3 search position
- Email spotlight to matched clients
- Priority match highlight
Spotlight Listing
#1 search position + homepage placement + social promotion.
- #1 search position
- "Spotlight" badge
- Homepage placement
- Social media promotion
Rewards Program: Refer another agent and earn credit toward your base plan — up to 50% off your monthly base fee. Credit applies to your base plan only, not coverage or boosts.
A better way to run your practice
Questions, answered
Ready to stop chasing and start advising?
Join FinlayStakes today. Get qualified leads, serve clients efficiently, and earn rewards.