---
title: Finnovest Reviews
meta_title: 'Finnovest Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how Finnovest works for a business like yours.
date_modified: '2026-03-17'
parent_category:
  name: Financial Services
  url: https://www.g2.com/categories/financial-services
---


# Finnovest Reviews
**Vendor:** Finnovest  
**Category:** [Other Finance Software](https://www.g2.com/categories/other-finance)
## About Finnovest
Finnovest enables advisors to overcome their biggest problem when working with non-discretionary accounts: They can only advise and execute trading orders for one client at a time.






- [View Finnovest pricing details and edition comparison](https://www.g2.com/products/finnovest/reviews?section=pricing&secure%5Bexpires_at%5D=2026-09-08+17%3A07%3A26+-0500&secure%5Bsession_id%5D=97684ada-1b2c-4cfa-9827-212bfd20e114&secure%5Btoken%5D=112d77768df768c8e201527f0d8b92b65a01ce0c09e9771bd791edb99dd00e05&format=llm_user)

## Finnovest Features
**Additional Functionality**
- Asset Accounting
- Activity Dashboard
- Electronic Payments
- Third-Party Integrations
- Case Management
- Client Portal
- Accounting
- AI Copilot
- Receipt Management
- Task Management
- Bank Reconciliation
- Real-Time Data
- Billing Rate Management
- Fee Calculation & Posting
- Reminders
- Compliance Management
- Cross Ledger Posting
- Customizable Fields
- Workflow Management
- Accrual Accounting
- API
- Data Import/Export
- Customer Statements
- Time & Expense Tracking
- Tax Management
- Real-Time Reporting
- Check Writing
- Reporting & Statistics
- Calendar Management
- Secure Data Storage
- Customizable Reports
- Billing & Invoicing
- Trust Accounting
- Invoice Management
- Document Management
- Contact Management
- Generative AI
- General Ledger

## Top Finnovest Alternatives
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