The Full Story
About Us
How the business came to life: In 2020, a team of over 30 independent Financial Advisors in
Canada, frustrated after trying more than five different CRMs over the past three years, decided
to create a custom solution using Microsoft Dynamics 365. They collaborated with a Microsoft
implementation company to develop the CRM. Fast forward to today, this CRM is now
utilized by over 500 advisors. The business was born when we acquired (2024) the intellectual property of the CRM software, enabling us to sell license worldwide.
Mission
Empowers advisors to achieve greater efficiency through the integration of a CRM within the Microsoft ecosystem. By automating workflows, enhancing team
collaboration and enabling integration with their back office, advisors can proactively manage their tasks and reclaim valuable time to focus on new opportunities.