Every Feature, Mapped to Teach, Test, Treat, Track
Finergy is built for advisors only, clients never log in. Every feature follows the same path a good doctor takes with a patient: diagnose before you prescribe. That's Teach, Test, Treat, Track, and everything below has a home in one of these four stages.
Every feature follows one path: diagnose before you prescribe. That's Teach, Test, Treat, Track.
Build trust first
It starts before they're even a lead: Wisdom Shots & Videos and a Digital Profile build quiet credibility, a Catalogue gives them something real to say yes to, and the Need Analysis Tool gets them thinking, without a single sales pitch.
Build quiet credibility before they're a lead, then give them something to say yes to.
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.
Catalogue
Bookable sessions, webinars, and calculators you can offer or share, so a prospect has something concrete to say yes to before they've ever discussed a product.
Need Analysis Tool
A structured, benchmark-based analysis the advisor runs with a prospect, not a generic questionnaire.
Diagnose the goal
Curiosity turns into a real diagnosis here: the Financial Test reads like a conversation, not a form, and feeds straight into Client & Lead Management, where every prospect is ranked by a live Finergy Score instead of guesswork. The Finergy Level Result is the moment it all becomes real to them: a benchmarked score they can actually see.
Turn curiosity into a real diagnosis, ending in a score they can actually see.
Client & Lead Management
Every client with a live Finergy Score, ranked and searchable, so you always know who needs attention first instead of guessing from memory.
Financial Test
A short, real intake, birthdate, family, income, no generic survey feel. It reads like a conversation, not a form, so prospects actually finish it.
Finergy Level Result
The moment a client sees their own score and what it means, benchmarked clearly enough that they understand exactly where they stand.
Build the plan
The diagnosis becomes a real plan: Goals turns someday plans into trackable targets, while Budgeting, Risk Management, and Wealth Management each benchmark a different part of their finances against where they actually stand. Daily Routine keeps the follow-through from stalling, organising reminders and check-ins into one list.
Turn the diagnosis into a trackable plan, and keep the follow-through from stalling.
Goals
Turns a client's future plans into specific, trackable targets, so “someday” goals become numbers with a timeline attached.
Budgeting
A clear picture of a client's monthly budget, benchmarked against real spending, not a rough estimate they typed in once and forgot.
Risk Management
Shows a client exactly what's at risk if the unexpected happens, in plain terms that make the case for cover without needing a hard sell.
Wealth Management
Checks a client's savings and investing habits against real benchmarks, surfacing gaps between where they are and where their goals need them to be.
Daily Routine
Follow-ups, reminders and client videos, organised into one daily list, so the plan actually gets executed instead of stalling after the first meeting.
Track & Grow
The relationship keeps paying off long after: your Dashboard keeps the whole practice, leads, goals, and deals, in one glance, while Business Goals applies that same goal-based discipline to your own revenue targets. Each year's Finergy Report gives clients a fresh reason to reconnect, benchmarked against real numbers all over again.
Keep the relationship paying off, with a fresh reason to reconnect every year.
Dashboard
Your whole practice at a glance, leads, goal-planning links, and product-wise deals in one view, so nothing important is ever more than a glance away.
Business Goals
Set your own revenue targets by product and track progress against them, the same goal-based discipline you bring to clients, applied to your own practice.
Finergy Report
A detailed, shareable report benchmarking their plan against real numbers, year after year, turning every annual review into a natural reason to reconnect.