Your whole book of business, always up to date.
Advisor CRM brings your clients, households, KYC and plan holdings into one secure place. It reads your dealer's statements for you and shows every change before saving, so market values stay current without anyone re-keying numbers.
Illustration with sample data
Spend your time with clients, not spreadsheets.
Many advisory firms still update market values by hand, keep KYC on paper and track households in their heads. Advisor CRM organizes it all and keeps it current automatically.
The old way
- Market values copied by hand from dealer statements, or left stale
- KYC details scattered across forms and folders
- No single view of a family's total assets
- Clients phone the office to update an address or ask for a document
With Advisor CRM
- Holdings refreshed from dealer statements, with a preview first
- Complete KYC profiles stored securely with each client
- Households linked, with combined income and net worth
- Clients update details and send requests through their own portal
Made for the way Canadian advisors work
Keep valuations current, without the re-keying.
Upload the account statements and transaction reports you already get from your dealer. Advisor CRM reads them, updates units, prices, market values and trades, and shows you exactly what will change before anything is saved.
- Reads your dealer's PDF statements and transaction listings
- Preview every change before you approve it
- Duplicate trades detected and skipped, even on re-import
- No paid price feed required
Statement import · preview Awaiting approval
See the whole family, not just the account.
Link spouses and family members to a primary client and see household income and net worth together. Each client has a complete KYC profile covering personal and employment details, assets by account type, risk tolerance, investment objectives, ID and banking.
- Household view with combined income and net worth
- Assets by type: non-registered, RRSP/RRIF, LIRA/pension, TFSA, RESP
- Risk tolerance and investment objectives on file
- Notes, requests and documents on every client
KYC profile · Priya Mehta Reviewed Sep 2026
Your book, sorted and searchable.
Track every plan and fund with market values, withdrawals and transfers. The dashboard filters by advisor and plan type, highlights your top clients, upcoming birthdays and follow-ups, and shows recent activity across the firm.
- Plans, funds, market values, withdrawals and transfers
- Filter the book by advisor and plan type
- Top clients, birthdays, follow-ups and activity feed
- Saved custom reports, run safely in read-only mode
Book of business · all advisors
Give clients a simple, secure place of their own.
Clients sign in to see their own record and documents, update contact details, send requests and view their plan transactions. That means fewer phone calls for your office, and a more modern experience for your clients.
- View plans and transactions (read-only)
- Update address, phone and email
- Submit requests and see shared documents
- Staff-only documents stay private to your team
Welcome back, Priya
The little things that make a big difference
Automatic birthday greetings
One warm email per client per year, plus a morning reminder for your team. Respects unsubscribes and skips missing birth dates.
Newsletters
Send newsletters to your clients from the same system that holds their details.
Secure documents
Files stored per client and plan, with a clear line between client-visible and staff-only documents.
CSV uploads
Bulk-update market values, loans and the fund list from a spreadsheet when you need to.
Roles & access
Administrator, advisor and client roles. Disabled logins are cut off within minutes.
No-disruption switchover
Advisor CRM can run alongside your existing system on the same data until you're ready to switch.
Common questions
Which dealers' statements can it read?
Advisor CRM reads the PDF account statements and transaction listings from supported mutual fund dealers. Tell us which dealer you use and we'll confirm support or add it for you.
Can we keep using our current system while we switch?
Yes. Advisor CRM is designed to run alongside an existing system on the same data, so your team can switch over gradually with no disruption.
Is client information secure?
Yes. Advisor CRM uses HTTPS, encrypted secrets, least-privilege database access, rate limiting and frequent session checks. Read more on our security page.
Can it be tailored to our firm?
Yes. Because we build it ourselves, we can adapt screens, reports and imports to your dealer, your insurance lines and the way your firm works.
See your book of business in Advisor CRM.
Book a demo and we'll show you households, KYC, statement imports and the client portal.