Practice Management · Built for Canadian Advisors
We bring the same care and dedicationto your technology as you bring to your clients' futures.
CRM at the core — with compliance workflows, client portal, billing, managed IT, and cybersecurity built around it.
& FSRA aligned
Firm for CRM, IT & compliance
Managed IT support
Years MSP experience
How we compare
Other CRMs stop at contacts. We don't.
Wealthbox, Redtail, Salesforce, and Cloven are CRM tools. AdvisorOverview is a complete practice management platform — with IT infrastructure and compliance support built in.
Salesforce Financial Services Cloud starts at $150–$300+/user/month and requires a dedicated admin or consultant to configure and maintain.
Who it's built for
Every type of financial advisory practice.
If you manage client relationships, work under Canadian regulatory oversight, and need your technology to keep pace with your practice — AdvisorOverview is built for you.
Wealth Managers
HNW client management, portfolio oversight, and fee billing — all connected.
Financial Advisors
CIRO-registered advisors needing compliant CRM and practice management.
Financial Planners
CFPs managing multi-stage client plans, documents, and ongoing reviews.
Insurance Advisors
FSRA-licensed advisors tracking policies, renewals, and client conversations.
Planning Firms
Multi-advisor practices needing team workflows, shared client records, and firm-level reporting.
One platform. One team. One bill — built for Canadian financial advisors.
Book Free DemoSound familiar?
The problems every advisory firm knows too well.
"I have Redtail for CRM and a separate IT company — and when something breaks, no one takes ownership"
Your CRM vendor says it's an IT issue. Your IT company says it's the software. You're stuck in the middle, troubleshooting a system that should just work.
"We tried Salesforce. We spent 8 months configuring it and still need a consultant to change a workflow"
Salesforce is built for enterprise. Most advisory firms have 2–25 advisors. The complexity-to-value ratio doesn't make sense at that scale.
"My CRM, client portal, e-sig tool, and billing software are all separate — clients log into three different places"
Every disconnected tool is a friction point for your clients and a data reconciliation problem for your team. One platform changes that.
"CIRO audit season means two weeks of scrambling to pull documentation that should already be organized"
Compliance documentation shouldn't be a scramble. When your workflows generate audit trails automatically, your next review is a non-event.
"I'm paying for Wealthbox, DocuSign, Dropbox, QuickBooks, and a separate IT company — none of it talks to each other"
Five subscriptions, five logins, five vendors to call when something breaks. One integrated platform costs less and causes fewer headaches.
"Our IT company doesn't understand that our CRM contains sensitive KYC data — their security setup isn't good enough"
A generic MSP sets up generic security. Advisory firms need infrastructure specifically built for the sensitivity of client financial data.
"Onboarding a new client takes 3 hours across 6 forms, two emails, and a DocuSign link we have to track manually"
Client onboarding should be a seamless workflow — forms, KYC, e-signatures, and document delivery all triggered and tracked in one place.
"Cloven handles some of this but we still need a separate IT company and there's no Canadian compliance alignment"
Practice management tools are a good start. But without managed IT, cybersecurity, and Canadian regulatory alignment built in, you're still assembling pieces.
What's included
CRM is the core. Everything else is built around it.
Built on Zoho's enterprise platform — customized for Canadian advisory workflows, compliance requirements, and operational needs.
Client CRM
360° client profiles, relationship pipeline, meeting notes, task automation, household grouping, and client segmentation — the core of everything.
Compliance & KYC
CIRO and FSRA-aligned suitability workflows, KYC documentation, know-your-client forms, and complete audit trails generated automatically.
Client Portal
Branded self-serve portal for clients — document delivery, secure messaging, e-signatures, and statement access. One login, everything in one place.
Billing & Fees
AUM-based and flat-fee billing schedules, automated invoicing, fee disclosure documentation, and revenue tracking across your book.
Reporting & Analytics
Business dashboards for AUM trends, client retention, meeting cadence, pipeline health, and team performance — all from your own data.
Managed IT
24/7 infrastructure monitoring, unlimited help desk, Microsoft 365 administration, device management, and proactive maintenance — for your whole office.
Cybersecurity
Encrypted client data storage, endpoint protection, email security, MFA enforcement, and security monitoring — built for financial services data sensitivity.
AI & Automation
Workflow automation for onboarding, review scheduling, and follow-ups. AI-assisted client segmentation, data insights, and meeting preparation.
Client pipeline
Every client stage, fully visible.
AdvisorOverview gives you a real-time view of every client relationship — where they are in your process, what needs attention, and what's coming next. Nothing falls through the cracks.
Built for CIRO and FSRA workflows. Every stage generates the documentation your compliance obligations require.
Unified communications
Every client conversation, one place.
Phone, chat, and social — all connected to the client record. No more switching tabs or losing context when a client calls.
Why AdvisorOverview
One firm that knows your practice inside out.
Most advisory firms cobble together a CRM from one vendor, IT support from another, a compliance consultant from a third, and a client portal from a fourth. When something breaks or an audit hits, no one takes full responsibility — and you're the one bridging the gaps.
AdvisorOverview is built on Zoho's enterprise platform — the same infrastructure used by 250,000+ businesses globally — customized specifically for how Canadian financial advisors work. We handle the CRM, the technology, and the compliance infrastructure so you can focus on serving clients.
Book a Free Demo“We passed our OSC compliance review without a single finding. The auditors specifically noted our documentation was among the best they'd seen. ETG had set the workflows up properly from the start.”
Managing Partner · Investment Advisory Firm · Ontario
FAQ
Common questions
Ready to see AdvisorOverview in action?
Book a free 30-minute demo. We'll show you exactly how the platform works for your firm size, regulatory context, and current tech stack.
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