Practice Management Software for Financial Advisors

FinnDesk is practice management software for financial advisors who want the operations side of the firm under control. Schedule every client review, collect KYC and review documents without chasing, keep a complete record of advice and communication, and bill advisory fees automatically.

Annual, bi-annual and quarterly reviews scheduled for every client
KYC and review documents collected over WhatsApp
A client record with advice history, notes and correspondence
Ongoing and one-off advisory fees invoiced automatically

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Modules in one workspace

Unlimited

Clients on every plan

14 days

Free trial, no card required

The admin that crowds out client time.

Reviews that slip

Keeping every client on a regular review cycle is central to good advice, but tracking due dates in a calendar leaves gaps.

Paperwork before every meeting

Updated KYC documents and fact-find information have to be collected before each review, usually by repeated emails.

Advice history in too many places

Meeting notes, recommendations and client messages sit across inboxes and files, which makes preparing for reviews and audits slow.

Fees billed by hand

Ongoing advice fees, planning fees and one-off charges are invoiced manually, and some are missed.

Advisory practice management that keeps every client on cycle.

FinnDesk handles the operational work around advice — reviews, documents, records and fees — alongside the planning and portfolio tools you already use.

Annual review scheduling

Set a review cycle for each client — annually, bi-annually or quarterly. FinnDesk generates the review task, sends a reminder to the advisor and notifies the client via WhatsApp or email to schedule their meeting.

Tasks & Compliance Scheduling

Compliance document collection

Send clients a KYC or suitability review checklist via WhatsApp. They submit documents directly in the chat; FinnDesk logs them against the client record with a date-stamped audit trail.

WhatsApp Integration

Client master with full advice history

Each client record holds their fact-find, risk profile, product holdings, advice history and all correspondence. Everything needed for a compliant review or a regulatory enquiry is in one place.

Client Management

Advisory fee billing

Set up ongoing advisory fee schedules, one-off planning fees and event-triggered billing. Invoices are generated automatically and integrate with Xero, QuickBooks and Zoho Books.

Invoice & Billing

Practice management for financial advisors, answered

Does FinnDesk replace my financial planning or portfolio software?

No. FinnDesk runs the practice around your planning and portfolio tools: review scheduling, document collection, client records, team tasks and fee billing.

Does FinnDesk support compliance requirements for financial advisors?

FinnDesk provides the document collection, audit trails and client communication logs that underpin compliance obligations. Specific regulatory mapping depends on your jurisdiction — our team can walk you through how other advisory practices in your market use FinnDesk.

Can we segment clients by AUM, risk profile or review frequency?

Yes. Custom tags and fields on each client record let you filter and segment by any criteria — AUM band, risk appetite, product type, review date. Reports can be pulled on any segment.

Can we record call notes and meeting summaries against each client?

Yes. Notes can be added to any client interaction with a date, attendees and summary. These notes form part of the client's advice history and are available for any future review or regulatory check.

Does FinnDesk track referral sources for new clients?

Yes. New clients can be tagged with a referral source when they are added to the system. Reports show which referral channels are generating the most new business.

How does FinnDesk handle clients with multiple products and review cycles?

Each product or service can have its own review schedule within a single client record. A client with a pension, an ISA and a protection policy can have separate annual review tasks for each, all tracked in one place.

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Keep every client on their review cycle.

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