Which clients need a conversation?
For advisers and advisory firms reviewing a client book: see which cases have evidence worth checking, record the contact outcome and keep the next contact visible. Start a 30-day trial on your own CSV/XLSX extract and compare the shortlist with your usual method.
From a case to a recorded next step
Illustrative workflow — synthetic example, not a customer result.
1. Evidence to verify
Customer C-021. Concentration data is present, but the source date is missing. Confirm the data before treating the signal as current.
2. Adviser judgment
Record useful, not useful or needs verification, with a reason. The adviser decides whether a conversation is appropriate.
3. Follow-up
Save the outcome, a note and a next-contact date. Compare the shortlist with your usual list on the same sample.
Prefer that we check a sample of your data first? The optional Diagnostic Flash analyses it with you and ends with a documented decision, favourable or not. It is not required to subscribe; no CRM integration, business result or regulatory approval is assumed.
Role-Based Dashboards
Five interactive role previews; View Only access is the sixth supported platform role.
Platform Administrator
Full control over tenants, users, subscriptions, and billing. Manage domains, team setup, and workspace controls. Monitor platform-wide analytics and compliance.
Platform Capabilities
One adviser to a whole firm
Solo for one adviser, Team to coordinate a firm, Business to control the whole book, with role-based views at each step.
Integration on request
Data exchange with your systems and company sign-in are scoped as Enterprise projects. The developer portal is a sandbox, not a production connector.
Compliance & Audit Trail
Review access, recorded actions and supporting evidence. Your institution assesses legal requirements and controls.
Reports & Exports
Generate review-ready reports and export governed data for approved internal workflows.
How it Works
Check your sample
Review column coverage and row errors before confirming a CSV/XLSX import. Missing evidence stays missing.
Review the evidence
See the source date, available signals and limits. Stale or undated evidence calls for verification.
Action Workflow
Relationship managers review evidence, record the action taken, and capture its outcome.
Role-Based Dashboards
Visualize governed KPIs, customer segments, and workflow status by role.
See the Platform in Action
2 minutes · synthetic demo book · plays from YouTube (privacy-enhanced mode)
Plans & Pricing
Each plan buys a different kind of work: individual review, coordination, control, integration. Start directly on the one you need.
Prices exclude VAT. Monthly without annual commitment; yearly paid upfront.
Solo
An independent adviser who can authorise the use of their clients’ data
or €600 / year paid upfront (ten months for twelve)
1 person · 150 active clients
Prepare and follow up your own client reviews
A personal list of clients to review, the evidence available for each, your recorded actions and outcomes, and a PDF/CSV report.
- Import of your client extract, checked before anything is saved
- Review list ranked on the evidence your data supports
- Notes, actions, next contact and recorded outcomes
- Per-client PDF report and CSV exports
- Your firm’s product catalogue, when you provide it
Asynchronous support, template and guide.
Start a 30-day trialTeam
The owner or operations lead of an advisory firm
or €2,490 / year paid upfront (ten months for twelve)
3 people · 1,000 active clients included, up to 10 people / 5,000 clients
Coordinate the review work of several advisers
One shared workspace: clients are assigned, each adviser works their own book, and the lead sees what was done and with what outcome.
- Everything in Solo
- Admin and Relationship Manager roles
- Assign and reassign clients to advisers
- Each adviser’s queue, actions and outcomes visible to the lead
Asynchronous support. Optional assisted onboarding: €290 one-off.
Start a 30-day trialBusiness
The head of advice or control of a firm that oversees the whole book
or €4,900 / year paid upfront (ten months for twelve)
5 people · 2,500 active clients included, up to 20 people / 10,000 clients
Check consistency and evidence across the whole client book
Book-wide cases to review — holdings outside the client’s profile, advice without evidence in the extract, drift outside model bands — with euro amounts on eligible positions, coverage and reasons.
- Everything in Team
- Book-wide signals with euro amounts on eligible EUR positions
- Head of Advisory, Compliance, Portfolio Adviser and View Only roles
- Audit console: search, activity and log export
- 20-person package: €990/month with 5,000 active clients, same features
Amounts identify positions or transactions to review. They are not avoided losses or recoverable revenue.
Asynchronous support. Optional assisted onboarding: €590 one-off.
Choose BusinessEnterprise
Banks, networks and partners with a sponsor and budget
/ year licence, plus onboarding from €10,000. Quoted after scoping.
People and clients set in the contract
Run Business capabilities inside your own systems
An agreed data exchange, identity and customisation, with operational responsibilities defined in the contract.
- Business capabilities within the agreed scope
- Data exchange with your systems, scoped as a project
- Company sign-in on your identity provider, built and verified for you
- Custom domain or embedded experience, as a project
Scope, service levels and responsibilities are defined in the contract.
Scope a projectExtensions. Extra person €49/month (€490/year) on Team and Business. 1,000 more active clients €49/month (€490/year). For Business, the checkout applies the 20-person package when it costs less.
Trial. 30-day trial without card and without automatic conversion. Solo and Team start on their own; a Business trial is opened on request for a case with suitable data.
Data you need. Client profiles and allocations in our CSV/XLSX template. Optional: positions, transactions, suitability evidence, model portfolios and your product catalogue. Indicators appear only where your data supports them; missing data stays missing.
Every plan uses the same methodology, evidence rules and data protection. Higher plans add coordination and control, not more accurate results.
Optional services · separate from the subscription
Assisted onboarding
€290 Team · €590 Business
One-off, up to 3 hours (Team) or 6 hours (Business): one standard data source and a first result checked with you.
Diagnostic Flash
€2,500 one-off
Optional, when you want us to analyse a sample of your data before subscribing: about 10 business days from usable data, findings and limits, and a documented decision.
Additional agreed work
€125 / hour
Only within a scope and cap accepted beforehand.
No service renews automatically. Proposals already sent keep their own terms.
Ask about a Diagnostic FlashSecurity & Compliance
FinanSee is built for GDPR-aware workflows, tenant separation, access controls, and encrypted transport. Institutional customers can review DPA, hosting, and security controls during onboarding; final regulatory review remains with the customer.