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Clients & meetings
Client Manager
The CRM wealth management actually demands.
Conversation Capture
Discreet capture that turns talk into notes.
Meeting Notes
Meetings turned into polished, compliant notes.
Planning & portfolio
Snapshots
A living client profile, always current.
Wealth Path
Projections that answer “will I have enough?”
Portfolio Shift
From “we should rebalance” to an exact trade list.
Manage the practice
Dashboard
The control tower for your whole practice.
Workboard
The task manager advisors actually dream of.
The Vault
An encrypted vault for every client, kept in Canada.
Records & controls
Professional Contacts
Every key relationship in one place.
Securities Database
Write your investment reasoning once, use it everywhere.
Team Access Control
Decide who sees what.
Archive
Archive the rest. Nothing is ever lost.
Coming next: QIRA
— Stop searching. Just ask.
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Company
Our story, and the principles we won't break.
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