FinStak

Input—per 1M tokens

Output—per 1M tokens

Context—tokens

WeightsClosed

About

FinStak is ranked #6 of 31 in financial advisor software on Inferse. It runs on Android, iOS, Web. A free trial is offered. Paid plans start at $60/mo.

Compared on financial advisor software

Free plan: Yesfinstak.com
Paid from: $60/user/mofinstak.com
Financial planning: Yesfinstak.com
Compliance workflows: Yesfinstak.com
Document vault: Yesfinstak.com

Facts

Product: FinStak is a CRM built for financial advisory practices, based on Zoho’s CRM platform.finstak.com · 29 Sept 2026
Lead and deal management: The CRM tracks leads through a sales funnel and supports multiple pipelines and stages for deals.finstak.com · 29 Sept 2026
Automation: Workflows can send email notifications, create tasks, and update fields.finstak.com · 29 Sept 2026
Security controls: FinStak lists audit logs, two-factor authentication, regular data backups, and role and profile permissions.finstak.com · 29 Sept 2026
Backups: The product includes two free data backups per month, and users can choose the backup frequency and day of the week.finstak.com · 29 Sept 2026
Marketing: Built-in email marketing supports templates, drip campaigns, one-off emails, and campaign delivery and read tracking.finstak.com · 29 Sept 2026
Surveys and forms: Users can embed web forms to collect leads and send surveys whose responses appear in CRM contact records.finstak.com · 29 Sept 2026
Calendar integrations: FinStak says users can sync calendars and tasks with Microsoft365 or Google.finstak.com · 29 Sept 2026
Project management: FinStak Projects supports project tracking with Gantt charts, tasks, issues, and milestones.finstak.com · 29 Sept 2026
Mobile: FinStak states that its mobile application is available for iOS and Android.finstak.com · 29 Sept 2026
Who it serves: The site identifies independent financial advisors, planners, solo advisors, ensemble practices, registered investment advisory firms, enterprise firms, broker-dealers, and wealth management firms as audiences.finstak.com · 29 Sept 2026
Trial and demo: The site advertises a 14-day free trial with no credit card required and a live web-conference demo of about 30 minutes with Q&A.finstak.com · 29 Sept 2026
Support: The site lists a Contact Help Desk option and says its Help Center is coming soon.finstak.com · 29 Sept 2026
Company background: The About page names founder Mahesh “MO” Odhrani and says FinStak is an authorized Zoho partner focused on financial advisors, planners, and registered investment advisors.finstak.com · 29 Sept 2026