MVP Launch — June 1, 2026

The Advisors'
Platform.

A CRM and planning platform designed for how Canadian financial advisors actually work — built for advisors, by advisors.

We're building something different and we want your input from day one. Join the mailing list or apply to shape the beta.

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What We're Building

Designed for Canadian advisors.

No more US-first tools with Canadian compliance bolted on as an afterthought. Every calculation, every workflow, every feature starts with the Canadian advisor in mind.

Canadian-First Math

RRSP, TFSA, FHSA, RESP, pension income splitting, marginal tax by province — native from the start. No US assumptions, no workarounds.

Everything in One Place

CRM, planning tools, KYC, and client communication — one workspace instead of five disconnected systems.

Smart Where It Counts

Intelligent features that work alongside you — not another add-on to pay for. Included from day one.

What Makes Us Different

We're not building another CRM.
We're rethinking the entire workflow.

Here's what's actually shipping with the platform — and what we're betting will change how you practise.

Shipping

Canadian math, all the way down.

Not a US product with a maple leaf slapped on. Every calculation is built around CRA rules, provincial brackets, and the structures you actually recommend:

  • • Corporate: CDA, GRIP, RDTOH + eRDTOH tracked per corp; LCGE with family-trust multiplication modelling
  • • Registered: RRSP, TFSA, FHSA, RESP, RDSP, spousal RRSP, pension splitting
  • • Benefits: CPP / OAS with clawback, GIS, CCB, EI sickness, disability credits
  • • Province-specific: marginal + effective rates for all 10 provinces + 3 territories
  • • Strategies: corporate-owned life with CDA flow-through, IFA, estate freezes, income-offset refinancing
Shipping

One workspace. Every module.

Stop tab-switching between your CRM, your planner, your spreadsheet, your commission tracker, and your calendar. AdvisorAxis is one tool:

  • • CRM: contacts, households, pipeline kanban, tasks, notes, referrals, activity log
  • • Planning: insurance needs, retirement, corporate, debt strategy — one intake, every module
  • • Output: branded client reports with your logo, built from the intake in under a minute
  • • Commissions: statement ingestion + reconciliation (for your book and any advisors you oversee)
  • • Plan versioning: every save is a timestamped snapshot you can return to
Shipping

Bring your own AI.

Plug in your own OpenAI, Anthropic, or Azure-Canada key. Your client data never trains someone else's model. You control the provider; we handle the plumbing.

Shipping

Your data stays in Canada.

Hosted in a Canadian region. PIPEDA-aligned retention controls. Firm-level isolation from day one. Audit log on every write so compliance questions have answers.

Coming soon

Meeting → tasks, automatically.

One click at the start of a client meeting. Transcript, follow-up tasks, calendar holds, and note-to-file are drafted for you — you review and approve. Ship target: Q3 2026.

Who's behind this

Practising advisors, not tech bros.

AdvisorAxis is built by Canadian financial advisors who got tired of duct-taping together five different tools to do the work of one. Every line of code, every workflow, every calculation has passed through the same filter: would a real advisor actually use this? When the answer is no, it doesn't ship.

We're keeping the team profile light during the private beta. Selected beta testers get direct, hands-on access to the people building it — bug reports go straight into the queue, feature ideas get real conversations.

Our Philosophy

Built for advisors, by advisors.

We're not building this in a vacuum. Beta testers will directly influence what gets built, how it works, and what ships. Your experience is our roadmap.

Advisor-Led Design Real Workflow Testing Direct Access to Founders

Get Involved

Stay in the loop — or help us build it.

MVP launch is targeted for June 1, 2026. Join the mailing list for updates, or apply to become a beta tester and help shape the platform.

Be the first to know when we open beta applications, launch new features, or hit milestones. No spam — just the important stuff.

Quick 4-question form — takes under a minute
Get notified about beta openings, new features, and launch milestones
No spam — just the important stuff, we promise
Join the Mailing List →

We're looking for 20-30 Canadian advisors who want to shape a CRM that works how they actually practise. Selected beta testers get early access and priority input on what ships.

The application takes about 5 minutes and covers your background, current tools, and what you'd like to see in a modern advisor platform.

13 questions total
Mostly quick selects
No account needed
We review every app
Start Beta Application →