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| Feature | ||
|---|---|---|
| Rating |
4.2
|
3.4
|
| Reviews | 11 | 7 |
| Category | Payment Processing | Payment Processing |
| Description |
Double lets anyone design and invest in their own stock index that’s advised, managed and tax optimized by Double. |
FINNY is building a new operating system for independent financial advisors, and starting by helping them grow. Our goal is to empower the best financial advisors (the independents!) to serve all Americans who want financial advice. We are starting with growth, which is the most existential problem advisors face. The organic growth process is highly inefficient and full of noise. Advisors often waste 60 hours of business development to convert 1 new client. At FINNY, we are certain we can do better with AI. With our tool, advisors can: - Identify prospects within their target niche, aggregating thousands of data points per lead - Prioritize prospects based on their predicted likelihood of converting, a score unique to each advisor and prospect pair - Automate the outreach and meeting scheduling with their high priority prospects In essence, doing all the work for the advisors, and letting them focus on what actually matters, the client relationship. |
| Website | https://double.finance/ | https://www.finnyai.com/ |
| Positives |
"Solid platform that delivers on its promises."
Miss Dolores Ruecker - 5/5
|
"Clean UI and powerful features. Exactly what we needed."
Rashad Stehr - 5/5
|
| Negatives |
"The interface is confusing and needs improvement."
Eunice Russel - 1/5
|
"The interface is confusing and needs improvement."
Freida Waelchi - 1/5
|
| Details | View Full Review → | View Full Review → |
