Home / Financial advice / Findesk (Adviesmaat) vs Ockto
Findesk (Adviesmaat) vs Ockto
Both are professional tools for financial advice. Findesk (Adviesmaat) has a free trial.
Findesk (Adviesmaat)Topicus.Finance B.V. (Deventer, NL)GDPR: Goodon request (try free for 30 days) · free trial
Stronger on 1 of the 1 points, with a clear difference
OcktoOckto (The Hague, Netherlands)GDPR: Goodon request
Stronger on 0 of the 1 points, with a clear difference
The key differences
- Findesk (Adviesmaat) offers a free trial; for Ockto we have not found one.
| Criterion | Findesk (Adviesmaat) | Ockto |
|---|---|---|
| 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 measure | Good | Good |
| Price | on request (30 days free trial) | on request |
| Free trial | Yes | Not found |
| Origin | Netherlands | Netherlands |
| Tasks | AI minute-taker | – |
Choose Findesk (Adviesmaat) if…
- you want to try it for free first
- what you're looking for: drafting complete mortgage advice
- what you're looking for: AI records client conversations
Choose Ockto if…
- what you're looking for: retrieving source data via MijnOverheid
- what you're looking for: data from UWV, Belastingdienst and DUO
- what you're looking for: login with DigiD and bank
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
Features of Ockto
- Retrieving source data via MijnOverheid
- Data from UWV, the Tax Authority and DUO
- Logging in with DigiD and bank
- Data directly into advice package or CRM
- Sharing data in a GDPR-proof way
- Digital identification (OcktoID)
- Retrieving payment data via open banking
- Document data extraction (Client Input)
Frequently asked questions
- Which is better: Findesk (Adviesmaat) or Ockto?
- Findesk (Adviesmaat) has a free trial. What weighs more for you determines the choice; the table sets everything side by side.
- Which is safer for your data: Findesk (Adviesmaat) or Ockto?
- On GDPR profile they don't clearly differ (Good and Good). The profile summarises what the provider publishes; always sign a data processing agreement. See the GDPR check for financial advice.
Everything about Findesk (Adviesmaat) Everything about Ockto
Every Friday: what changed in AI for financial advice
New models, prices, oversight and tools, with sources and what it means for you. One email a week, unsubscribe with one click.