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AdvisorVaultYour entire practice.
One intelligent platform.
Standard CRMs just track your clients. AdvisorVault moves your practice forward — with AI that surfaces the next renewal, flags the next opportunity, and handles the busywork that used to take your weekends.
PIPEDA Compliant · 30-day free trial · No credit card required · From $39/month
John Mitchell — Retirement Simulation
Client · Active
Eight ways AI works while you don't have to.
Run a modern insurance practice and move client outcomes forward.
Close every quote, every time
Get instant carrier comparisons across all major Canadian carriers. Quote in minutes, not hours — without switching portals.
Never miss a renewal or review
AI watches every policy in your book. Renewals, beneficiary reviews, and coverage gaps get flagged before you’d ever think to check.
One source of truth for every client
Every policy, every conversation, every document — in one searchable dashboard. Hit Ctrl+K and find anything in seconds.
Plan on the move, not at your desk
Talk through a client scenario. AdvisorVault transcribes the meeting, extracts action items, and updates the file automatically. Hands-free planning, compliance-ready notes.
Turn scattered paperwork into clean data
Drop a policy PDF, a statement, or a beneficiary form. Our AI reads it, pulls out the numbers, and files them under the right client. No data entry.
Run Canadian tax-smart scenarios instantly
Retirement, estate, insurance, business — all Canadian-optimized. RRSP/TFSA decumulation, CPP/OAS optimization, CDA tracking, GRIP, RDTOH. Built for Canada, not adapted from US software.
Stay compliant without lifting a finger
Every interaction logged. Every recommendation documented. PIPEDA-compliant audit trail built into every click, so you’re always ready for compliance review.
Grow your book without growing your admin
Lead pipeline, team collaboration, role-based access, CSV bulk import. Everything a solo advisor needs to scale — without hiring.
Tools that fit the way you already work
From voice planning to document scanning, every feature is designed to save you time
Book a personalized demo
Get a 30-minute walkthrough tailored to your practice. See how AdvisorVault can save you hours every week and help you serve more clients.
No commitment required · 30-minute session · Personalized to your practice
What makes AdvisorVault different
Built for Canada, not adapted to it.
Canadian carriers. Canadian tax rules. Canadian compliance. PIPEDA-compliant data residency from day one. Most CRMs serving Canadian advisors were built for the US market and retrofitted. AdvisorVault wasn’t.
AI that respects your judgment.
Our AI handles the busywork — transcribing meetings, reading documents, flagging renewals — but it doesn’t make recommendations for you. You stay in control. Your advice stays yours.
Modern software at a fair price.
$39/month for solo advisors. No “contact sales” games. No per-feature paywalls. No locked-in contracts. Try it for 30 days. If it’s not right, your data exports to CSV in one click.
Support that speaks your language.
We’re Canadian. Our support team is Canadian. We understand MGAs, Advocis, IBAO, carrier portals, and the day-to-day reality of running an insurance practice in this country.
Built for practices like yours
Solo Advisors
You wear every hat. AdvisorVault lightens the load by managing your entire practice end-to-end. Quote, plan, track, and follow up — all from one place.
Growing Practices
2–5 advisors
As your book expands, AdvisorVault provides the structure you need to scale. Team collaboration, shared pipelines, and real-time visibility into every client and dollar.
Brokerages & MGAs
6+ advisors
Centralized governance for multi-advisor operations. Role-based access, custom compliance rules, and advanced reporting for firms managing 6+ advisors.
Simple, transparent pricing
30-day free trial on all plans. No credit card required.
Solo
For independent advisors
- Unlimited clients
- All financial calculators
- AI assistant & voice planning
- Document analysis
- Compliance tracking
- Auto-memory system
Team
For growing practices
- Everything in Solo
- Up to 5 team members
- Role-based access control
- Team audit logging
- CSV bulk import/export
- Priority support
Brokerage
For large organizations
- Everything in Team
- Unlimited team members
- Custom compliance rules
- Advanced reporting
- API access
- Dedicated account manager
Start running your practice on intelligence.
Not busywork.
See what an intelligent platform can do for your practice today.
30-day free trial · No credit card required · Cancel anytime