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For advisory firms, dealers and family offices

Your dream AI-native advisory platform, running in weeks.

Your CRM, client portal, onboarding, reviews and documents on one platform, with AI across all of it. It starts with what you need most and grows into everything you want, built around your process. Our team does the work, and you see it running in the first week.

See your firm on one platform Why one platform

The choice

Until now, there were two ways to get there. Both fall short.

You want everything in your firm to work together, around the way you work. Here is how firms have tried to get it.

Assemble your own

A point solution for each job

A CRM, a client portal, an onboarding tool, a planning tool.

  • Each tool has its own data and its own login.
  • The integrations and the benefits of working together never fully arrive.
  • Your process bends to fit each tool.

Build your own

Your own software team

Hire engineers and build it for your firm.

  • It takes years before it does what you need.
  • Keeping up with every change in rules, data and AI is a huge job.
  • The cost and the risk stay with you.

Super Advisor

One platform, built around how you work

Your advisor and client portals, onboarding and reviews.

  • Everything works together on one model of your firm.
  • Most of it is already built, and we keep it current.
  • Our team does the work. You see it running in the first week.

How it fits your firm

Build toward one platform for your firm, at your own pace

We connect to the systems you keep, such as your custodian. We replace the tools you no longer need, such as your CRM and client portal, one at a time. Each move brings you closer to one platform built around how your firm works.

01

Connect what you keep

Your custodian, back office, bank accounts, email and calendar stay. We connect to them, so their data is in one place.

02

Replace the rest, at your pace

Your CRM, client portal and onboarding tools move onto Super Advisor one at a time, when you are ready. Our team does the build and the move.

03

One platform, with AI on all of it

Every workflow runs on one model of your firm, built around your process. AI prepares the work in each one, and a person approves each decision.

The client lifecycle

One record for each client, from the first lead to every review

Your advisors work in the advisor portal. Your clients work in the client portal. Both see the same household.

  1. 01Lead
  2. 02Discovery
  3. 03Proposal
  4. 04Onboarding
  5. 05Service and review
The service model sets how often each household gets contact, a meeting and a KYC update. The next review starts the cycle again.

Step 01 of 05

Lead

Advisor portal

Tracks each lead, its source, and the estimated AUM.

Client portal

Gets an invite to the client portal when you are ready.

Step 02 of 05

Discovery

Advisor portal

Books the meeting from your templates and gets a household summary before it.

Client portal

Books a meeting from your booking page.

Step 03 of 05

Proposal

Advisor portal

Builds the plan: goals, cash flow, insurance and scenarios.

Client portal

Sees the plan and the goals in the portal.

Step 04 of 05

Onboarding

Advisor portal

Sends one onboarding workflow and sees each step as it finishes.

Client portal

Fills in the profile, the KYC and the risk questionnaire, and uploads documents.

Step 05 of 05

Service and review

Advisor portal

Sees which households are due contact, a meeting or a KYC update.

Client portal

Gets action items, books reviews and sees net worth and investments.

The advisor and client portals

Your advisors and your clients work on the same record

Leads, households, plans, tasks, meetings and documents are already built. We fit them to your forms, your steps and your names for things.

Advisor portal

The whole household on one screen

Members, net worth, goals, tasks, documents and meetings. The advisor sees what is due and acts from the same screen.

Okafor household
AOAdaeze OkaforPrimary KOKemi OkaforSpouse RSRachel SinghAdvisor
Net worth
$3,184,220 +6.2%
Last meetingService model: every 6 months
7 months
Last KYCKemi Okafor
10 months
Open tasksRRSP transfer forms
3
Accounts
RRSP
AdaezeHeld at Aviso
$1.24M
TFSA
KemiHeld at Aviso
$186K
JNT
JointHeld at Aviso
$1.76M
Goals
Retirement at 62On track
Education for two childrenOn track
Cottage in 2029Behind

Client portal

Your clients see their next steps

Action items, forms, documents, meetings, the plan and net worth, under your firm's name.

Onboarding

One onboarding workflow, both sides

The client fills in each step in the portal. The advisor sees each step as it finishes.

Onboarding · Dubois family
3 of 5 stepsWaiting on the client
KYC and risk questionnaireDone in the client portal
Account documentsSent 2 days ago
Waiting
Payment methodNext

Service and reviews

Keep every promise you make to a client

You set how often each household gets contact, a meeting and a KYC update. Super Advisor shows who is overdue. The assistant prepares the meetings and the notes, and an advisor approves each one.

Reviews due · October
MonTueWedThuFriSatSun
28
29
30
1
2
3
4
5
6
7
8
9
10
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18
Assistant: 3 households are overdue. I can book them from your review template and draft a note to each.Draft them

Speed and controls

Built around your process, with the controls a regulated firm needs

Your people change their own views by describing them. Every change and every approval is recorded.

A new tool for each job
Super Advisor
A separate login for each tool
One advisor portal and one client portal
The same client details typed into each tool
One household record, used by every workflow
Your process bends to fit each tool
Your forms, your steps and your names for things
No single record of who changed what
An audit record of every change and every approval

Why firms say yes

More than you expected, faster, with less work and less risk

The result

Everything in your firm works together, around the way you work.

How sure you can be

Most of it is already built, and you see it work on your own data before you commit.

How fast

A working version in the first week. Running on your data within weeks.

Effort and risk

Our team does the work, in small steps. You switch each old tool off when you are ready.

How working with us works

Start with your biggest gap

You do not need to know exactly what you want. We find where it matters most, and start there.

1

Find

We find your biggest gap

We map how your firm works and pick the one problem worth solving first: the one that costs you the most time or risk.

You getA clear first target, and what success looks like.

2

Close

We close it, fast

You use a working version in the first week, and it runs on your real data within weeks.

You getThe first gap closed, and in daily use.

3

Grow

We keep going, one gap at a time

Each next gap goes faster, because the data is already there. You switch old tools off as you go, and we keep the platform current.

You getEverything in your firm working together, at your pace.

Get in touch

See one of your households on the platform

Tell us how your firm works. We show it on the platform, with your systems connected, and which tool you can switch off first.

Book a 30-minute callEmail us