Everything a client relationship needs, in one place
One household record
Members, accounts, holdings, income, expenses, goals, debts and insurance, kept once and used everywhere, with a full change history.
Canadian planning engine
Year-by-year projections with federal and provincial tax for every province and territory, Quebec's own return, CPP and QPP, OAS, GIS, RRIF and LIF rules, pension splitting and AMT, Monte Carlo, the estate and strategy ranking. Every tax figure shows its math.
KYC that stands up
Versioned KYC per person, your questionnaire, computed risk profiles, overrides with reasons, supervisor approval and refresh reminders.
Portfolios and suitability
Statement and CSV imports or read-only brokerage links, allocation against the risk profile, and rebalancing suggestions.
Meetings that run themselves
Agenda templates, review cadence, notes, client summaries and task lists, with AI drafts you approve before anything is saved or shared.
A portal clients use
Clients see their accounts, send documents, update their profile, tick off tasks and read the plans and summaries you share, in English or French.
Built for the trust your clients place in you
Each firm's data is separated in the database itself. KYC answers and meeting notes are encrypted field by field. Every change, KYC view and download is recorded in an audit log that can't be edited. We never store Social Insurance Numbers, full account numbers, ID images or brokerage passwords.
AI that stays a draft until you say so
Plan explanations, meeting prep and meeting summaries are drafted for you to edit and approve. They're always labelled, logged, sent without client names, and off until your firm turns them on.
Plans for every size of practice
Priced per advisor seat, monthly or annual. Read-only members and clients are free.
Solo
One advisor: households, KYC, portfolios, plans, reports and the client portal.
Team
Up to 10 seats with associates, your branding on reports and the portal, and review dashboards.
Firm
Any number of seats, compliance roles and supervisor queues, and firm templates.