Built for a better way of
Growing Working Prospecting Automating Reporting & Compliance Collaborating Managing Organizing Servicing
From intelligent sales automation that accelerates deals to robust reporting and analytics, our software solution is designed to make your advisory business succeed.
Auto-Integrate Your Book of Business Into the CRM
Seamlessly pull client data from our vast gateway network of back-offices. No manual data entry.
Get 360º Client Views With Source Data Connections
Up-to-date insurance & investment portfolios are just seconds away.
Elevate your Customer Service With Adviai
Elevate customer service to unparalleled heights. Deliver prompt, and exceptional support experiences.
The problem
I use too many systems,
things need to be simple and in 1 spot.
Sound familiar? We hear it all the time.
If so- you’re not alone- advisors across Canada, big and small, face the same problem. Spend less time doing admin tasks and more of what you love- helping clients.
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Your client info is everywhere– on paper, spreadsheets, digital tools you’re not using
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Double entry is a constant nuisance since your tools don’t integrate
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You know that your process can be more efficient, but not sure where to start
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You need an easy way to ensure compliance across your team
Advisors
Advisor satisfaction
Custom-built workflows
Easy of use
Dashboards
Customizable
dashboards
Optimize your business and client relationships by monitoring what's important.
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Track important metrics
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Monitor efficiency
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Complete customization
Pipeline Management
Optimize service
and grow your book
Monitor your pipelines, goals, and team performance. Edit deal and ticket stages while adding as many columns and pipelines as you want.
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Grow aum
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Optimize client service
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Improve client relationships
Client management
Happy clients,
thriving business
Build strong client relationships with efficient communication and valuable feedback.
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Centralize client data
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Enhance task management
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Improve client compliance
Task management
Efficient and simple
task management
Our efficient task management tools help you track, monitor and assign tasks .
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Assign tasks automatically
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Prioritize due dates
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Task wizard automation
