CRMYour clients, tasks and opportunities.

A clear client file for any business that runs on relationships. Independent financial advisors also see each client's portfolio and the deadlines not to miss.

$50/ month

See plans

Windows and macOS

What CRM does

  1. 01

    Your week at a glance

    The dashboard brings together meetings, tasks, birthdays and recent notes. You know where to start.

  2. 02

    One complete record per client

    Contact details, editable notes, tasks, meetings and tags. For advisors: portfolio, GICs, fixed income and insurance.

  3. 03

    Opportunities spotted for you

    GIC and fixed-income maturities at 120 days, insurance renewals at 90 days, RRSP-to-RRIF conversions. Each one can be postponed, closed or dismissed.

Also included

  • Search and filters by status, type and tag
  • Favourite clients
  • Asset reports by account, category and risk
  • Largest clients and most-held funds
  • List of clients to reconnect with
  • CSV exports

At a glance

Platforms
Windows and macOS
Billing
Monthly, in Canadian dollars. Taxes extra.
Commitment
None. Cancel anytime from your account.
Devices
One signed-in device at a time per subscription.
Offline
The app works up to 72 hours without Internet.
Updates
Included while your subscription is active.

Plans that include CRM

Taxes (GST and QST) extra.

Other software