Made for Canadian Financial Advisors

The All-in-One Workspace Built Specifically for Financial Advisors.Financial Advisors.

Advisor Terminal brings together all the tools advisors actually need in one cohesive workspace. Built by advisors who deeply understand your workflow, it combines advisor-focused financial tools, clear compliance workflows, organized client information, and integrated AI. Saving you hours and simplifying your work so you can focus on what matters most: your clients.

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Supporting advisors who are part of these leading institutions

Simplify Your Workflow with Your Personalized TerminalYour Personalized Terminal

Efficiency Unlocked

Streamline Your Practice

Transform your advisory with tools designed for seamless integration, Al-driven efficiency, and effortless organization. Save time, stay compliant, and focus on what matters most-your clients. Explore our key features to see how Advisor Terminal can elevate your productivity.

Meeting Notes Made Easy

Effortless Task Management

Integrated Advisory CRM

Unified Terminal Powered by AI

End-to-End Encryption

Enterprise-Grade Security with SOC2 Type II Certification

Ensures your data is protected with enterprise-grade security. With end-to-end encryption, SOC 2 compliance, and secure data handling protocols, your sensitive information stays private and protected at all times.

Compliant AI Optimization

Meet Qira: Your Query & Insight Reasoning Assistant

QIRA enhances your workflow with AI that refines meeting notes, provides updated fund compliance data, manages tasks with suggestions, and supports client consulting. Elevate productivity, accuracy, and client engagement effortlessly.

Join Advisors saving up to
10+ hours every week.every week.

We know what your time is worth. We're here to help you maximize it by simplifying your workflows.

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