For Agents

Elevate your client service. Protect their futures.

Give your clients institutional-grade financial planning without becoming a regulated advisor. Finnan handles the complexity while you strengthen relationships.

Client Portfolio

12 Players • €48M Total AUM

All systems healthy
MR

Marcus R.

Midfielder • La Liga

€4.2M

On Track
JS

João S.

Striker • Premier League

€8.1M

On Track
LM

Lena M.

Defender • Bundesliga

€2.8M

Review

3 Actions Required

Review contract renewal scenarios for Marcus R., Tax jurisdiction change for João S.

The challenges you face

Cannot act as a regulated financial advisor for clients

Players expect financial guidance but you lack the tools

No way to compare and monitor multiple client portfolios

Credibility gaps when negotiating with clubs and families

Risk of players making poor financial decisions

With Finnan

Intelligent Copilot

AI-powered assistant for client financial conversations

Multi-Client Dashboard

Monitor all player portfolios from one screen

Professional Plans

Generate financial analyses for contract negotiations

Family Relations

Build trust with player families through transparency

Liability Protection

Finnan handles advice while you handle relationships

Multi-Client View

One dashboard for your entire roster

Comparative Analytics

Benchmark clients against market

AI Conversations

Let Finnan explain complex topics

Compliance Ready

Clear audit trails and documentation

Become the agent who changes the game.

Differentiate your services with institutional-grade financial planning for every client.

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