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AI 'growth officer' for advisors: prospecting, brand building and lead-to-close workflows. ↗ finny.com
Pricing
$50/mo seat, plus 20 bps flat on AUM from clients FINNY sources.
Integrations
Not verified We found no named integrations list on the pages we checked.
Security & compliance claims
- Says it maintains an ongoing SOC 2 Type 2 examination program
These are the vendor's own claims, not our audit. Ask for the SOC report, data-retention terms and archiving details.
Our take
The 20 bps fee on assets FINNY sources is ongoing. Model it against your own fee schedule. CCOs may want to review the pay-for-assets structure.
Compare FINNY
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