Your Financial Life, Thoughtfully Organized.Your Future, Better Prepared.
Everything you've worked hard to build deserves a place of its own. Bring your assets, insurance, investments and important documents together, all in one place.
Stay informed, never miss what matters, and share your financial picture with your advisor when you're ready.
Your money remains yours. Your decisions remain yours. Finlay Stakes simply helps you see the bigger picture and stay in control.
Your client workspace
A clearer picture. Every day.
My assets
Your financial picture
My policies
Your protection, together
My document vault
Everything in its place.
Your assets, cover and documents. Together.
- Trusted Financial Advisors
- Personalized Guidance
- Secure Cloud Integration
- Permission-Based Access
- All-in-One Workspace
people organizing with Finlay Stakes
$0
of your money we ever hold
100%
data encrypted
4
asset types in one view
Managing your financial life is harder than it should be
Scattered documents, missed deadlines, and no single view. These are the pain points Finlay Stakes was built to fix.
Documents everywhere
Deeds, tax receipts and insurance papers scattered across devices, emails and clouds.
Policies hard to track
Premium due dates missed, certificates lost, policies lapsing when you least expect it.
Investments scattered
Stocks, funds and bonds each on a different app, with no single view of the whole.
Assets across the world
Property, accounts and gold spread across countries and currencies - hard to see at a glance.
Family left in the dark
If something happens, your family may not know what you own or how to claim it. Millions go unclaimed.
Deadlines forgotten
Renewals, expirations and anniversaries - something always slips through the cracks.
Everything you own, beautifully in order
Every policy, every renewal - at a glance
Add all your insurance in one organized view: life, health, vehicle, home and travel. Track premiums, coverage and nominees - and never miss a renewal again.
Term Life · $500,000
Premium $1,200/yr · Renews Dec 12
Family Health · $50,000
Premium $480 · Due Apr 22
A complete picture of what you hold
Record every holding in one place - mutual funds, stocks, fixed deposits, retirement accounts, bonds, real estate and gold. See invested vs. current value, all in your preferred currency.
Your net worth, in real time
One view that adds it all up - total net worth across every asset, allocation breakdown, active policies, performance and the next deadlines coming up. Multi-currency, multi-country, always current.
$1,284,500
Your profile, in five simple stages
The PFR is the heart of the advisor relationship. Complete it once - by yourself or via a guided chat - and your advisor has everything they need for truly personalized advice.
Tell us about you
A quick introduction so your profile starts on the right foot - the basics that shape everything that follows.
Built around peace of mind
Nominee Protection
Assign nominees per asset with % splits. If you go inactive, they are safely guided through claims automatically.
Encrypted Document Vault
Certificates, KYC, deeds, and receipts organized by asset type—accessible securely anywhere.
Insurance & Smart Reminders
Track life, health, auto, and property policies. Get automated alerts for renewals, premiums, and expirations.
Real Estate Assets
Log property valuations, deed records, and titles in multi-currency real worth views.
Global Investment Portfolios
Track stocks, funds, and assets across countries and currencies in a unified real-time net worth view.
Personal Financial Review (PFR)
Complete your 5-stage profile once—giving advisors everything needed for truly tailored guidance.
Permission-Based Access
Total control over your data. Share your profile securely on your own terms with a full audit trail.
Trusted Advisor Guidance
Connect with verified professionals and schedule consultations directly with complete privacy and zero data leaks.
From scattered to sorted in five steps
Add your assets
Start by adding your properties, insurance policies and investments. Upload documents to your vault.
Set reminders
Configure premium due dates, policy renewals and important deadlines. Never miss one again.
Add nominees
Assign nominees to each asset and policy. The system monitors activity and protects your family automatically.
Share with your advisor
Grant secure, permission-based access to your organized profile - and control exactly what they see.
Track everything
Monitor your full financial picture from one dashboard - net worth, performance and upcoming deadlines.
Finlay Stakes vs. the old way
Questions, Answered
Are you a financial advisor?
Join Finlay Stakes to serve clients better - a secure workspace, qualified leads with complete profiles, and a rewards program.