Features

Everything a Canadian advisory practice runs on — real capabilities in production today, not a roadmap slide. Each one is grounded in the software your team uses every day.

Branding settings — your logo, colours, and email identity applied across the CRM.

Your brand everywhere

Clients see your practice, not a software vendor.

Upload your logo, set your colours, and the whole CRM wears them — every page your team works in and every email your clients receive. Advirra stays in the footer.

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The household book — prospects, active clients, and composition at a glance.

Households, not rows

Model your book the way it really works.

Clients aren't spreadsheet rows. Advirra models households with the real relationships advisors actually manage — and hangs every account, KYC record, and review off them.

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In-flight onboardings and the step each one is waiting on.

Onboarding engine

From sent to signed to approved, on rails.

Templated onboarding per account and client type turns a scattered checklist into a tracked pipeline — nothing forgotten, every step timestamped, and the client kept moving without another follow-up email.

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The envelopes page — every e-signature send, its status, and its history in one place.

E-signature envelopes

Send, sign, and store — without leaving the CRM.

Connect your DocuSign account and send envelopes pre-filled from the household you already have. Every send is tracked from delivery to signature, with the signed PDF stored where the auditor expects it.

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Outstanding compliance gaps across the whole book — overdue reviews, missing beneficiaries, expiring ID.

Compliance dashboard

When your dealer asks, the answer is an export.

Review cadences, KYC completeness, and a complete audit trail on every change — the evidence a compliance reviewer wants, already assembled.

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Every book acquisition and where its transition stands.

Book acquisitions

Buying a book? The transition is built in.

Acquiring another advisor's book is staged, consent-tracked, and checklist-driven — so a messy CSV becomes a clean, compliant transition you can measure after close.

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The form builder — edit, preview, and publish intake and custom forms without code.

Form factory

Pre-filled regulatory forms, signed and stored.

Build the forms your regulator expects once, pre-fill them from the household you already have, send for e-signature, and keep the signed PDF on file.

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The practice task board — priorities, due dates, and household context in one place.

Tasks & reminders

Nothing slips, even when you're away.

A working task board for the whole practice plus due-time reminders — with weekly digests and vacation coverage so client work never depends on one person's memory.

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Book analytics — composition and compliance completeness at a glance.

Book analytics

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.

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See it in two minutes

A quick walkthrough of the software your team would use every day.

Product tour — coming soon

Ready to put it to work on your own book? Get started — we'll run your setup and data migration hands-on. Questions first? Ask us.

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