White-label CRM for Canadian advisory firms
The advisor CRM that wears your brand.
Your logo, your colours, your domain — on dedicated Canadian infrastructure, with your book migrated for you.
Your brand, not ours
Your firm's name, logo, colours, and email identity across the whole CRM — clients see your practice, not a software vendor. We stay in the footer.
Data stays in Canada
Every firm runs on its own dedicated instance in AWS Canada (Central), with its own database and encryption keys. PIPEDA and Quebec's Law 25 honoured from day one.
We move your book for you
Concierge onboarding is included: we migrate from spreadsheets, Redtail, Wealthbox, or Maximizer, configure your workflows, and stay on a first-name basis.
White-label
Clients see your practice, top to bottom
Upload your logo, set your colours, and the whole CRM — every page, every client email — wears them. Firms on Redtail and Wealthbox work inside someone else's product; your clients never have to know Advirra exists.
How white-labeling works →
Compliance
When your dealer asks, the answer is an export
Review cadences, KYC completeness, expiring IDs, and missing beneficiaries surface on one dashboard — and every change to every record is audited: who, what, and when.
Explore compliance →
Onboarding
From signed to funded without the binder
Templated checklists per account and client type track every new household from sent to signed to approved — with a client progress portal, automated reminders, and e-signature envelopes whose signed PDFs land where the auditor expects them.
Explore onboarding →
Insights
Know your book, not just your inbox
Account-type mix, risk profile, review status, and KYC completeness across the entire book — the composition questions a branch review asks, answered before the meeting.
See what's included →
Pricing
One flat price. Everything included.
No tiers, no per-feature upsells, no AI add-on invoices. Below Wealthbox's entry plan in US-dollar terms — for a dedicated, white-label instance they don't offer at any tier.
See how we compare to Redtail, Wealthbox & Salesforce →Simple pricing
$75 CAD / user / month
Plus a one-time $1,500 setup that covers concierge onboarding and your full data migration. Annual option: 12 months for the price of 10.
See pricing details →Ready when you are.
Get started in minutes — pay upfront, and we reach out within one business day to run your onboarding.