How can we help?

Short guides to setting up your firm and using each part of Axiom Advisor.

For firms

Set up your firm in about an hour: branding, team, KYC, reviews, your first household and plan.

What to ask the client for before filling in the household record and building a plan.

One record per household: members, accounts, income, expenses, goals, debts and insurance.

Versioned KYC records per person, signed by an advisor and approved by a supervisor.

Year-by-year projections with Canadian tax and benefits, scenarios to compare, and branded PDF reports.

Agendas, notes, client summaries, tasks for your team or the client, and review cadence.

Plan explanations, meeting prep and meeting summaries, always drafts for you to approve.

Solo, Team and Firm plans, priced per seat, monthly or annual.

How client data is protected, and how to take all of it with you.

See your accounts, send documents, update your profile, and keep up with your advisor.