Home / Financial advice / DocDigi vs Findesk (Adviesmaat)

DocDigi vs Findesk (Adviesmaat)

Both are professional tools for financial advice. DocDigi publishes a monthly price; Findesk (Adviesmaat) has a stronger GDPR profile and a free trial.

DocDigiDocDigi (Deventer, Netherlands)GDPR: Limited

€25/mo first user + €15/mo per additional user, plus reporting f…

Stronger on 1 by 3 points with a clear margin

vs
Findesk (Adviesmaat)Topicus.Finance B.V. (Deventer, NL)GDPR: Good

on request (try free for 30 days) · free trial

Stronger on 2 by 3 points with a clear margin

The key differences

  • Findesk (Adviesmaat) has a stronger GDPR profile: Good, against Limited at DocDigi.
  • DocDigi publishes a monthly price (€25); for Findesk (Adviesmaat) the price is on request (30 days free trial).
  • Findesk (Adviesmaat) has a free trial; we have not found one for DocDigi.
CriterionDocDigiFindesk (Adviesmaat)
GDPR profileOur summary of what the provider itself publishes about your data. For a professional tool: whether the data is stored in the EU, whether there is a certification or GDPR guarantee, and whether the provider is based in the Netherlands or the EU. For a general model: EU hosting, no training on your data and self-hosting. From Strong to Unknown; Caution only for a model with a documented problem. How we measureLimitedGood
Price€25/month for the first user + €15/month per additional user, plu…on request (30 days free trial)
Free trialNot foundYes
OriginNetherlandsNetherlands
Tasks–AI minute-taker

Choose DocDigi if…

  • you want to know the cost up front
  • what you're looking for: automatic advice reports
  • what you're looking for: recognises situations in case files

Choose Findesk (Adviesmaat) if…

  • GDPR and confidentiality weigh heavily
  • you want to try it for free first
  • what you're looking for: drafting complete mortgage advice

Features of DocDigi

  • Automatic advisory reports
  • Recognises situations in files
  • Meets supervisory requirements
  • Integration with HDN advisory packages
  • Customisable house style and layout
  • Icons for client-friendly reports
  • Justification documentation per choice
  • Template management per adviser

Features of Findesk (Adviesmaat)

  • Draw up complete mortgage advice
  • AI records client conversations
  • Home sustainability module
  • CRM integration via GetMore
  • Download documents
  • Flexible subscriptions
  • Create your own templates
  • Track client wishes and agreements

Frequently asked questions

Which is better: DocDigi or Findesk (Adviesmaat)?
DocDigi publishes a monthly price; Findesk (Adviesmaat) has a stronger GDPR profile and a free trial. What weighs more for you determines the choice; the table sets everything side by side.
Which is cheaper: DocDigi or Findesk (Adviesmaat)?
DocDigi: €25/month for the first user + €15/month per additional user, plus report bundles €50–€65. Findesk (Adviesmaat): on request (30 days free trial).
Which is safer for your data: DocDigi or Findesk (Adviesmaat)?
Findesk (Adviesmaat) has the stronger GDPR profile (good against limited). The profile summarises what the provider publishes; always conclude a data processing agreement. See the GDPR check for financial advice.

Everything about DocDigi Everything about Findesk (Adviesmaat)

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