Grow 10x your revenue with Finergy
Built for advisors only, never a lead marketplace: every client relationship stays yours.
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One App for All Advisor Needs
Finergy is built for advisors only: clients never log in. Every feature either helps you run your practice, or helps you reach the clients you're running it for.
Dashboard
Your whole practice at a glance: leads, goal-planning links, and product-wise deals in one view.
Running Your Practice
- 01DashboardYour whole practice at a glance: leads, goal-planning links, and product-wise deals in one view.
- 02Client & Lead ManagementEvery client with a live Finergy Score, ranked and searchable.
- 03Business GoalsSet your own revenue targets by product and track progress against them.
- 04Daily RoutineFollow-ups, reminders and client videos, organised into one daily list.
- 05CatalogueBookable sessions, webinars, and calculators you can offer or share.
- 06Finergy ReportA detailed, shareable report benchmarking their plan against real numbers.
Reaching Your Clients
- 01Financial TestA short, real intake (birthdate, family, income), no generic survey feel.
- 02GoalsTurns a client's future plans into specific, trackable targets.
- 03BudgetingA clear picture of a client's monthly budget, benchmarked against real spending.
- 04Risk ManagementShows a client exactly what's at risk if the unexpected happens.
- 05Wealth ManagementChecks a client's savings and investing habits against real benchmarks.
- 06Finergy Level ResultThe moment a client sees their own score and what it means.
Diagnose Before You Prescribe
Be a financial doctor, teach → test → treat → track.
Four Stages to Lasting Client Relationships
Best Lead Generation Toolkit for Advisors
Three tools that turn every client conversation into a new lead, a little more trust, or a little more visibility.
Need Analysis Tool
A structured, benchmark-based analysis the advisor runs with a prospect, not a generic questionnaire.
Wisdom Shots & Videos
Ready-made, shareable education content advisors send to clients to build trust before any pitch.
Digital Profile
A shareable, professional profile with a built-in lead-generation form: your storefront for referrals.
Daily-actions planning and brand-building tools go deeper on the Product page.
Built to Make You the Most Organised Advisor
Finergy's CRM shows exactly where every client stands in their T4 journey and what they need next, tied directly to the goals they selected and the fitness test they took, not a generic pipeline.
- Every contact lands in one place, then moves through the stages as real actions happen:All→Leads→Needs→Tested
- Kanban-style lead boxes instead of a dense, overwhelming table
- Built on the same goals and fitness-test data the client already gave you
Finergy is not a marketplace
We strengthen the advisor’s own relationship with their client: we never supply, sell, or sit between the two.
A marketplace platform
- ✕Matches consumers to advisors directly
- ✕Sits between the advisor and the client
- ✕The platform often owns the lead
- ✕Advisor is one of many interchangeable options
Finergy
- ✓Makes the independent advisor more effective
- ✓Client relationship stays with the advisor, always
- ✓Zero lead-matching or lead-selling, ever
- ✓The only B2B advisor-empowerment platform built this way
Finergy for Advisors at Every Stage
From the first client to a practice built to outlast you: see how advisors at every stage use Finergy.
See Finergy in Action
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