---
description: Learn more about Finly pricing, benefits, and disadvantages for your business in Canada. 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 Canada 2026
---

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

# Finly

Canonical: https://www.capterra.ca/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**.

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## 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 Software
- Data Import/Export
- Document Storage
- Interaction Tracking
- Lead Management Software
- Lead Qualification
- Mobile Access
- Task Management Software

## Support Options

- Email/Help Desk
- Knowledge Base Software

## Category

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

## Alternatives

1. [HubSpot CRM](https://www.capterra.ca/software/152373/hubspot-crm) — 4.5/5 (4453 reviews)
2. [Salesforce Sales Cloud](https://www.capterra.ca/software/61368/salesforce) — 4.4/5 (18768 reviews)
3. [Zoho CRM](https://www.capterra.ca/software/155928/zoho-crm) — 4.3/5 (6964 reviews)
4. [Bigin by Zoho CRM](https://www.capterra.ca/software/204998/bigin-by-zoho-crm) — 4.7/5 (725 reviews)
5. [Kylas Sales CRM](https://www.capterra.ca/software/210630/kylas) — 4.8/5 (573 reviews)

## Links

- [View on Capterra](https://www.capterra.ca/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> |

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