Clients & meetings

Client ManagerThe CRM wealth management actually demands.Conversation CaptureCapture every client conversation, no bot in the room.Meeting NotesMeetings turned into polished, compliant notes.

Planning & portfolio

SnapshotsA living client profile, always current.Wealth PathFinancial planning that is fast, clear, and easy to use.Portfolio ShiftThe exact trade list, the moment you set the target.Model PortfoliosBuild your models once. Run your whole book on them.

Manage the practice

DashboardThe control tower for your whole practice.TaskboardThe task manager advisors actually dream of.The VaultAn encrypted vault for every client, kept in Canada.

Records & controls

ContactsEvery key relationship in one place.Securities DatabaseWrite your investment reasoning once, use it everywhere.Team Access ControlDecide who sees what.ArchiveArchive the rest. Nothing is ever lost.

Coming next: QIRA— Stop searching. Just ask.→

CompanyOur story, and the principles we won't break.ChangelogEvery release, documented. What's shipping and when.IndicesProduct deep-dives, engineering notes, and market thinking.

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