Easy & Powerful Financial Planning!
For clients, we provide direct access to the most powerful yet easy to use financial planning platform in Canada. Start building your financial plan now and then connect with a fee-only advisor if needed!
For advisors, we provide a financial planning platform that is easy to use, AI powered, white labeled, allows fee-only payments, and more. Engage more clients with financial planning!
For Clients: Easy & Powerful Financial Planning
Start your financial plan with Adviice. Get direct access to the same powerful financial planning platform trusted by advice-only & fee-only advisors across Canada. Add your information and the platform will explore financial planning options automatically. Our 30-day video guide will help you start your retirement plan, build detailed projections, and make the most of your savings & investments.
For Advisors: Engage More Clients & Deliver Extra Value
Engage more clients with financial planning. Adviice provides a client-friendly financial planning platform that is easy to use, white labeled, allows fee-only payments, and more. Allow your clients to start their own financial plan and then combine AI with your own expertise to create custom recommendations faster.
For Advisors: Engage More Clients & Deliver Extra Value
Engage more clients with financial planning. Adviice provides a client-friendly financial planning platform that is easy to use, white labeled, allows fee-only payments, and more. Allow your clients to start their own financial plan and then combine AI with your own expertise to create custom recommendations faster.
Why Choose Adviice…
Client-Led Planning
Advisors can invite clients to their white labeled version of the platform to create a custom financial plan.
White Labeled
Advisors can create their own white labeled financial planning platform. Custom domain, branding, logo, etc.
Generate New Leads
Advisors can offer prospective clients a free trial to help engage clients in financial planning.
Payment Integration
Advisors can offer fee-only planning with our custom payment integration. Create custom pricing and subscriptions.
More Efficient
Advisor can spend more time planning. Advisors can ask their clients to help enter data and upload documents.
Faster Advice
Client-led data entry and advisor-led advice. Focus your time on providing value added advice rather than tediously entering data.
Powered By AI
Advisors and clients can automatically evaluate financial planning strategies. Explore options in seconds.
More Referrals
Advisors can create a client experience that provides valuable advice and clients can easily refer friends and family.
