About FinancialNook

FinancialNook is working with large financial advisor institutions down to single financial advisor providers to give them the ability to help their clients on-line, affordably and securely. Our extensive experience in this area, combined with our unique financial advisor based technology and very affordable pricing makes us a natural choice to take your financial advisor business to the next level.

The Software Platform
Designed for Financial Advisors

You may have a specialty or strength that could help people all over the planet. But in order to help them, you need a few things. They need to be able to find you, interact with you, schedule with you and pay you. That requires a significant technology investment and the use of technology that isn’t widely available; until now.

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Why Choose Us

  • Powerful Tools for One Low Monthly Fee
  • Risk Free - Money-Back Guarantee
  • Friendly 24/7 Client Support
  • No Contracts, Cancel Anytime

Web-Cam Consulting

Meet with your financial advisor clients face-to-face using our built-in secure web-cam system

Instant messaging

Message your financial advisor clients by using the integrated secure messaging system.

Enjoy the Convenience

All tools are designed with you in mind, are easy to use and require no prior technical knowledge.

Expand Your Footprint

Leverage technology to expand your financial advisor business outside of your local market.


Our Mission

FinancialNook's mission is to give you the tools you need to succeed. Designed to work with individuals and larger businesss seeking to expand their services on-line, the system gives you everything you need; seamless integration with your web site, on-line scheduling, triage functionality for new financial advisor clients, provider selection, different on-line payment options; a whole suite of systems such as synchronous and asynchronous chat that can help you take your business to the next level.

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30 Day Free Trial

Check out our cloud-based financial advisor software with a risk free trial and start building your new amazing website with built-in appointment scheduling, customer relationship management, reporting and more.

Leverage Technology

Over the next few years the way financial advisor communicate with their clients and potential clients will change dramatically. This will have profound implications for the future of your business. Organizations that take advantage of the new paradigm will thrive and those that don’t will wither.

Offer Online Counseling

Our financial advisor website's video conferencing tool allows you to play to your strengths; building close, personal relationships with your financial advisor clients without spending half the day stuck in traffic. Our platform has made it easier than ever to meet with your financial advisor clients face-to-face. We integrated the ability right into your financial advisor website.

Clients LOVE the convenience

Nothing beats an in-person meeting with your client to solidify and build the relationship, but either you or the financial advisorclient has to invest significant time and hassle to make it happen. Now with FinancialNook consutling tool, it is easy.

Expand your footprint

Expand your financial advisor business's footprint. By introducing online webcam consulting as an option to your financial advisor business, you can grow your financial advisor client base exponentially. Even far-flung financial advisor clients can have the same close, personal relationship as your local clients.

Low Monthly Service Fee – 100% Money Back Guarantee

No Contract • 24/7 Tech Support • Free Trial