Every screen, every workflow, every calculation a Canadian advisor needs — running on one engine. CRM, planning, intelligence, and client output, integrated by design.
We're building something different and we want your input from day one. Join the mailing list or apply to shape the beta.
Your practice OS
Stop running your practice on five disconnected tools. CRM, planning, intelligence, and client output share one data layer — so changing a household’s income on Monday updates the retirement plan, the insurance need, the client report, and the recommendations by the time you sit down with them on Tuesday.
RRSP, TFSA, FHSA, RESP, pension income splitting, marginal tax by province — native from the start. No US assumptions, no workarounds.
CRM, planning tools, KYC, and client communication — one workspace instead of five disconnected systems.
Intelligent features that work alongside you — not another add-on to pay for. Included from day one.
What Makes Us Different
Here's what's actually shipping with the platform — and what we're betting will change how you practise.
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:
Stop tab-switching between your CRM, your planner, your spreadsheet, your commission tracker, and your calendar. AdvisorAxis is one tool:
No cookie-cutter templates. The engine reads the household’s situation, priorities, and goals end-to-end — accounts, room, family income, kids’ ages, retirement projection, estate position — and surfaces what an experienced advisor would notice. See an example →
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.
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.
The household
Most planning tools will tell this household what they save in tax from a $20,000 RRSP contribution — usually around $5,800. End of recommendation. AdvisorAxis reads three other parts of the same file and surfaces what those tools miss:
No other Canadian planning tool we’ve seen joins RRSP / FHSA contributions to CCB phase-out math, CDCP eligibility, GST/HST credit, and Canada Workers Benefit on the same screen. The same engine catches plan-funding contradictions (“your investable estate depletes at age 73, so the funeral fund needs a permanent policy”), spousal-RRSP deduction attribution, and contribution-room over-contributions. Recommendations are derived from this household’s situation — never templates.
Who's behind this
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
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.
Get Involved
MVP launch is targeted for July 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.
We'll email you when we open beta applications and at major milestones. No spam — promise.
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.
We review every application personally. You'll hear from us within a week — sooner if your background is a strong fit for what we're testing right now.