Home / Financial advice / Findesk (Adviesmaat)
Topicus.Finance B.V. (Deventer, NL)Findesk (Adviesmaat)
Mortgage advice software with an AI module, Adviesmaat, that automatically records client conversations in the client file.
Shared spot4of 13 professional tools with a GDPR profileOur summary of what the provider itself publishes about your data: whether the data is stored in the EU (2 points), whether there is a certification or GDPR guarantee (1) and whether the provider is established in the NL or the EU (1). 3 or 4 points is Strong, 2 Good, 1 Limited, 0 Unknown. How we measure in financial advice
GDPR: Good
- Provider based in the Netherlands
- Publishes certification/GDPR safeguards
PriceOn request (30 days free trial)
Free trialYes
Based inDeventer, NLNetherlands
ModelNot publicnot public which language model is used; AI module Adviesmaat developed together with Smartintake.ai (according to the provider); Findesk is ISO 27001 certified, ISAE 3402 certified and works to SOC 2 (according to the provider); location of data storage not published
Last checked: 27 July 2026 · How we check
Is this your tool? Fill in missing detailsThis is what Findesk (Adviesmaat) looks like
findesk.nl
What it does
Draft complete mortgage advice
AI records client conversationsHome sustainability module
CRM integration via GetMoreDownload documentsFlexible subscriptionsCreate your own templates
Track client wishes and agreementsComparable in financial advice
InterAI Dossierbeheerimplementation €8,000–€18,000 one-off…
DONNAJAMESon request
Onesuranceon request (fixed price per client…
Blinqx Risicomanagement (Finly)€50/month per user (with eBlinq…
Payton request
Ocktoon requestFindesk (Adviesmaat) compared
Findesk (Adviesmaat) vs DONNAJAMESFindesk (Adviesmaat) vs Blinqx Risicomanagement (Finly)Findesk (Adviesmaat) vs OnesuranceFindesk (Adviesmaat) vs Hypact AdvisorFindesk (Adviesmaat) vs iWizeFindesk (Adviesmaat) vs MoneyView AdvisaFindesk (Adviesmaat) vs Omniplan AI AssistentFindesk (Adviesmaat) vs DocDigiFindesk (Adviesmaat) vs InterAI DossierbeheerFindesk (Adviesmaat) vs OcktoFindesk (Adviesmaat) vs Payt
Underlying model
GDPR check for financial advice not public which language model is used; AI module Adviesmaat developed together with Smartintake.ai (according to the provider); Findesk is ISO 27001 certified, ISAE 3402 certified and works to SOC 2 (according to the provider); location of data storage not published. Many tools are built on a large model from, for example, OpenAI or Anthropic. If in doubt, ask for the data processing agreement: it states where your data goes.
Questions about Findesk (Adviesmaat)
- Which AI model does Findesk (Adviesmaat) use?
- The maker of Findesk (Adviesmaat) does not publish which AI model sits underneath. AI module Adviesmaat developed together with Smartintake.ai (according to the provider); Findesk is ISO 27001 certified, ISAE 3402 certified and works to SOC 2 (according to the provider); location of data storage not published.
- How much does Findesk (Adviesmaat) cost?
- on request (30 days free trial). Check the current price on the provider's website; prices change often.
- Who is Findesk (Adviesmaat) for?
- Findesk (Adviesmaat) is aimed at financial advice. It supports tasks such as processing client files and inventories, drafting advisory reports and motivations, and comparing and summarising product terms.
- What should I look out for with AI in financial advice?
- The Wft duty of care and the GDPR set high demands: financial and health data belong only in GDPR-compliant systems with a data processing agreement, and the advice remains the adviser's responsibility.
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