Clients & meetings

Client ManagerThe CRM wealth management actually demands.Conversation CaptureDiscreet capture that turns talk into notes.Meeting NotesMeetings turned into polished, compliant notes.

Planning & portfolio

SnapshotsA living client profile, always current.Wealth PathProjections that answer “will I have enough?”Portfolio ShiftFrom “we should rebalance” to an exact trade list.

Manage the practice

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

Records & controls

Professional 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.ReleasesProduct updates, changelog, and what's shipping.

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