---
description: Learn more about Finly price, benefits, and disadvantages for businesses in New Zealand. Read verified software reviews and find tools that fit your business needs.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress
title: Finly Pricing, Reviews & Features - Capterra New Zealand 2026
---

Breadcrumb: [Home](/) > [CRM Software](/directory/2/customer-relationship-management/software) > [Finly](/software/1077129/Finly)

# Finly

Canonical: https://www.capterra.co.nz/software/1077129/Finly

> Finly helps Swiss financial advisors manage clients, document sessions, and stay compliant — all in one simple, powerful platform.
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

-----

## Overview

### Who Uses Finly?

Swiss financial advisors, insurance brokers, and small advisory firms seeking a modern, compliant way to manage clients and streamline their work.

## About the vendor

- **Company**: Dikurium Swiss Consulting GmbH

## Commercial Context

- **Starting Price**: CHF 100.00
- **Pricing model**: Flat Rate (Free version available) (Free Trial)
- **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+
- **Deployment & Platforms**: Cloud, SaaS, Web-based
- **Supported Languages**: German
- **Available Countries**: Switzerland

## Features

- Activity Dashboard
- Contact Management
- Data Import/Export
- Document Storage
- Interaction Tracking
- Lead Management
- Lead Qualification
- Mobile Access
- Task Management

## Support Options

- Email/Help Desk
- Knowledge Base

## Category

- [CRM Software](https://www.capterra.co.nz/directory/2/customer-relationship-management/software)

## Alternatives

1. [HubSpot CRM](https://www.capterra.co.nz/software/152373/hubspot-crm) — 4.5/5 (4451 reviews)
2. [Zoho CRM](https://www.capterra.co.nz/software/155928/zoho-crm) — 4.3/5 (6964 reviews)
3. [Bigin by Zoho CRM](https://www.capterra.co.nz/software/204998/bigin-by-zoho-crm) — 4.7/5 (724 reviews)
4. [Salesforce Sales Cloud](https://www.capterra.co.nz/software/61368/salesforce) — 4.4/5 (18768 reviews)
5. [Kylas Sales CRM](https://www.capterra.co.nz/software/210630/kylas) — 4.8/5 (573 reviews)

## Links

- [View on Capterra](https://www.capterra.co.nz/software/1077129/Finly)

## This page is available in the following languages

| Locale | URL |
| de | <https://www.capterra.com.de/software/1077129/Finly> |
| de-AT | <https://www.capterra.at/software/1077129/Finly> |
| de-CH | <https://www.capterra.ch/software/1077129/Finly> |
| en | <https://www.capterra.com/p/10030531/Finly/> |
| en-AE | <https://www.capterra.ae/software/1077129/Finly> |
| en-AU | <https://www.capterra.com.au/software/1077129/Finly> |
| en-CA | <https://www.capterra.ca/software/1077129/Finly> |
| en-GB | <https://www.capterra.co.uk/software/1077129/Finly> |
| en-IE | <https://www.capterra.ie/software/1077129/Finly> |
| en-IL | <https://www.capterra.co.il/software/1077129/Finly> |
| en-IN | <https://www.capterra.in/software/1077129/Finly> |
| en-NZ | <https://www.capterra.co.nz/software/1077129/Finly> |
| en-SG | <https://www.capterra.com.sg/software/1077129/Finly> |
| en-ZA | <https://www.capterra.co.za/software/1077129/Finly> |

-----

## Structured Data

<script type="application/ld+json">
  {"@context":"https://schema.org","@graph":[{"name":null,"address":{"@type":"PostalAddress","addressLocality":null,"addressRegion":null,"postalCode":null,"streetAddress":null},"description":"Capterra New Zealand helps millions of people find the best business software with user reviews, ratings and price comparisons.","email":"info@capterra.co.nz","url":"https://www.capterra.co.nz/","logo":"https://dm-localsites-assets-prod.imgix.net/images/capterra/logo-a9b3b18653bd44e574e5108c22ab4d3c.svg","@type":"Organization","@id":"https://www.capterra.co.nz/#organization","parentOrganization":"Gartner, Inc.","sameAs":["https://twitter.com/capterra","https://www.facebook.com/Capterra/","https://www.linkedin.com/company/capterra","https://www.instagram.com/capterra/","https://www.youtube.com/user/CapterraTV"]},{"name":"Finly","description":"Finly is the modern, user-friendly advisory platform built specifically for Swiss financial and insurance consultants. It centralizes all client information – including goals, budgets, policies, and pension plans – into one structured system. With Finly, advisors can easily manage leads, track tasks, version contracts, and store documents securely.\n\nThe platform supports compliance with the revised Insurance Supervision Act (VAG) by enabling full documentation of advisory sessions. Built-in templates, automation, and customizable questions streamline daily workflows without compromising the personal nature of your consultations.\n\nWhether you're working independently or as part of a team, Finly helps you stay organized, save time, and close more deals – while delivering a transparent, professional experience to your clients.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductScreenshot/7b951b23-adb6-4cfd-9933-9ca129c2a4e7.png","url":"https://www.capterra.co.nz/software/1077129/Finly","@type":"SoftwareApplication","@id":"https://www.capterra.co.nz/software/1077129/Finly#software","applicationCategory":"BusinessApplication","publisher":{"@id":"https://www.capterra.co.nz/#organization"},"offers":{"price":"100","@type":"Offer","priceCurrency":"CHF"},"operatingSystem":"Cloud"},{"@type":"FAQPage","@id":"https://www.capterra.co.nz/software/1077129/Finly#faqs","mainEntity":[{"name":"What Is Finly?","@type":"Question","acceptedAnswer":{"text":"Finly is the modern, user-friendly advisory platform built specifically for Swiss financial and insurance consultants. It centralizes all client information – including goals, budgets, policies, and pension plans – into one structured system. With Finly, advisors can easily manage leads, track tasks, version contracts, and store documents securely.The platform supports compliance with the revised Insurance Supervision Act (VAG) by enabling full documentation of advisory sessions. Built-in templates, automation, and customizable questions streamline daily workflows without compromising the personal nature of your consultations.Whether you're working independently or as part of a team, Finly helps you stay organized, save time, and close more deals – while delivering a transparent, professional experience to your clients.","@type":"Answer"}},{"name":"Who Uses Finly?","@type":"Question","acceptedAnswer":{"text":"Swiss financial advisors, insurance brokers, and small advisory firms seeking a modern, compliant way to manage clients and streamline their work.","@type":"Answer"}}]},{"@type":"BreadcrumbList","itemListElement":[{"name":"Home","position":1,"item":"/","@type":"ListItem"},{"name":"CRM Software","position":2,"item":"/directory/2/customer-relationship-management/software","@type":"ListItem"},{"name":"Finly","position":3,"item":"/software/1077129/Finly","@type":"ListItem"}],"@id":"https://www.capterra.co.nz/software/1077129/Finly#breadcrumblist"}]}
</script>