Features
Everything a Canadian advisory practice runs on — real capabilities in production today, not a roadmap slide. Each one is grounded in the software your team uses every day.
Households, not rows
Model your book the way it really works.
Clients aren't spreadsheet rows. Advirra models households with the real relationships advisors actually manage — and hangs every account, KYC record, and review off them.
Explore households, not rows →Onboarding engine
From sent to signed to approved, on rails.
Templated onboarding per account and client type turns a scattered checklist into a tracked pipeline — nothing forgotten, every step timestamped.
Explore onboarding engine →Compliance dashboard
When your dealer asks, the answer is an export.
Review cadences, KYC completeness, and a complete audit trail on every change — the evidence a compliance reviewer wants, already assembled.
Explore compliance dashboard →Book acquisitions
Buying a book? The transition is built in.
Acquiring another advisor's book is staged, consent-tracked, and checklist-driven — so a messy CSV becomes a clean, compliant transition.
Explore book acquisitions →Form factory
Pre-filled regulatory forms, signed and stored.
Build the forms your regulator expects once, pre-fill them from the household you already have, send for e-signature, and keep the signed PDF on file.
Explore form factory →See it in two minutes
A quick walkthrough of the software your team would use every day.
Product tour — coming soon
Want to see it on your own book? Book a walkthrough — we'll show you the screens that matter for your practice.
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