top of page
The Full Story
About Us
The inception of the business: In 2020, five teams of independent Financial Advisors in Canada, dissatisfied with existing CRMs, set out to create a tailored solution using Microsoft Dynamics . They partnered with a Microsoft implementation firm to build the CRM. Today, this platform is used by over 500 advisors.
Mission
Empowers advisors to achieve greater efficiency through the integration of a CRM within the Microsoft ecosystem. By automating workflows, enhancing team
collaboration and enabling integration with their back office, advisors can proactively manage their tasks and reclaim valuable time to focus on new opportunities.
bottom of page