---
description: Review of Finly Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice New Zealand.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png
title: Finly | Reviews, Pricing & Demos - SoftwareAdvice NZ
---

Breadcrumb: [Home](/) > [CRM Software](/directory/4153/crm/software) > [Finly](/software/529306/Finly)

# Finly

Canonical: https://www.softwareadvice.co.nz/software/529306/Finly

> Finly is a software solution designed to simplify administrative tasks for financial advisors. It helps reduce paperwork and organizational challenges, allowing professionals to manage their advisory processes more efficiently. The platform is used by financial advisors, insurance brokers, and wealth management professionals to centralize tasks such as lead capture and policy management.

The software includes a CRM system that organizes client information, tasks, and files in one place. Automated workflows and reminders help ensure timely follow-ups. An analysis tool provides structured consultation support with visual representations of budgets and insurance gaps. Additional features include a Kanban-style task management board, mobile accessibility for remote work, and an integrated file system that connects directly to client profiles.

The system captures key client information during consultations to reduce the need for follow-up questions and to suggest relevant solutions. Financial professionals can track income, shared sales, and assigned policies through the billing system to monitor business relationships.
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

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## About the vendor

- **Company**: Dikurium Swiss Consulting GmbH

## Commercial Context

- **Starting Price**: CHF 100.00
- **Pricing model**: Flat Rate (Free version available) (Free Trial)
- **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+
- **Deployment & Platforms**: Cloud, SaaS, Web-based
- **Supported Languages**: German
- **Available Countries**: Switzerland

## Features

- Activity Dashboard
- Alerts/Notifications
- Contact Management
- Data Import/Export
- Document Storage
- Drag & Drop
- Interaction Tracking
- Lead Capture
- Lead Management
- Lead Qualification
- Lead Scoring
- Mobile Access
- Referral Tracking
- Reminders
- Task Management

## Support Options

- Email/Help Desk
- Knowledge Base

## Category

- [CRM Software](https://www.softwareadvice.co.nz/directory/4153/crm/software)

## Alternatives

1. [HubSpot CRM](https://www.softwareadvice.co.nz/software/1854/hubspot) — 4.5/5 (4458 reviews)
2. [Salesforce Sales Cloud](https://www.softwareadvice.co.nz/software/2764/salesforce-sales-cloud) — 4.4/5 (18782 reviews)
3. [Zoho CRM](https://www.softwareadvice.co.nz/software/392464/zoho-crm) — 4.3/5 (6973 reviews)
4. [Kylas Sales CRM](https://www.softwareadvice.co.nz/software/216694/kylas) — 4.8/5 (573 reviews)
5. [Ploomes CRM](https://www.softwareadvice.co.nz/software/449937/Ploomes) — 4.9/5 (423 reviews)

## Links

- [View on SoftwareAdvice](https://www.softwareadvice.co.nz/software/529306/Finly)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.softwareadvice.com/product/529306-Finly/> |
| en-AU | <https://www.softwareadvice.com.au/software/529306/Finly> |
| en-GB | <https://www.softwareadvice.co.uk/software/529306/Finly> |
| en-IE | <https://www.softwareadvice.ie/software/529306/Finly> |
| en-NZ | <https://www.softwareadvice.co.nz/software/529306/Finly> |

-----

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