The CRM built for Canadian advisory firms.
Compliance-first client management under your firm's own brand — hosted in Canada, onboarded by a human, and shaped by the firms that use it.
Built for Canada
Your clients' data is hosted in Canadian facilities and never leaves the country. PIPEDA and Quebec's Law 25 are honoured from day one, and GST/HST/QST are handled on every invoice.
Your brand, not ours
Your firm's name, logo, colours, and email identity across the whole CRM — clients see your practice, not a software vendor. Each firm runs on its own isolated database with its own encryption keys.
We onboard you
Setup is done for you: we migrate your book from spreadsheets, Redtail, Wealthbox, or Maximizer, configure your workflows, and stay on a first-name basis. You never do it alone.
Everything a practice runs on
Real capabilities, in production today — not a roadmap slide.
- Households, not rows
- Clients are modelled as households with real relationships — spouses, dependants, POAs, trusted contacts — the way your book actually works.
- Compliance dashboard
- Review cadences, KYC completeness, and a full audit trail on every change. When your dealer asks, the answer is an export.
- Onboarding engine
- Templated checklists per account and client type, from sent to signed to approved.
- Book acquisitions
- Buying a book? Staged imports, consent tracking, and transition checklists are built in.
- Form factory
- Pre-filled regulatory forms with e-signature envelopes and stored, signed PDFs.
- Tasks & reminders
- Due-time alerts, weekly digests, and vacation coverage so nothing slips.
Built fast, with the firms that use it
Advirra ships new capability every week, and early customers have a direct line to what gets built next. Tell us the integration or workflow your practice needs — your feedback ships.
Simple pricing
$75 CAD / user / month
Plus a one-time $1,500 setup that covers concierge onboarding and your full data migration. Annual option: 12 months for the price of 10.
See pricing details →Ready when you are.
Apply in five minutes — no payment until after we've talked.