One planning platform for every advisor in the network.
Canadian financial planning for advisor-led teams, in English and French, with client data stored in Canada and AI that the advisor controls. Here is what procurement usually needs to start.
Built to run across branches.
Every advisor works on the same platform and the same projection engine, so plans read the same from one branch to the next.
One platform across branches
Unlimited plans and clients on every tier, with white-label branding and bilingual reports.
Custom contract and SLA
Terms and service levels agreed with your procurement and legal teams.
Volume discounts
Volume pricing from 10 seats, on a flat per-seat basis.
Dedicated onboarding manager
One contact who plans the rollout with you and stays through it.
Custom integrations
Connections to the systems your advisors already work in, scoped with your team.
Firm-wide admin dashboard
See usage and manage advisor access across branches and teams from one place.
English and French, all the way through.
Advisors work in the language they choose, and each client report is produced in English or French. For Québec and national institutions, that means one platform for every advisor and every client.
French reports use Québec terminology and fr-CA number formats, not a translated English layout.
- English
- $1,595,850 · 1.5%
- Français
- 1 595 850 $ · 1,5 %
- RRSP
- REER
- TFSA
- CELI
- RRIF
- FERR
- OAS
- PSV
Formatting example only, not a client projection.
Stored in Canada. Protected at every layer.
Canadian data residency
All customer data, including financial plans and client records, is stored on servers located in Canada.
Encryption
TLS 1.2+ with 256-bit ciphers in transit, and AES-256 for data at rest.
PIPEDA & Québec Law 25
Compliance with federal and Québec privacy law, with a designated Privacy Officer.
Access controls
Production access is restricted on a need-to-know basis, logged, monitored and gated by multi-factor authentication.
Incident response
A documented incident response plan, reviewed annually, with breach notification as PIPEDA requires.
Export on exit
After cancellation, data stays accessible for 30 days so plans can be exported.
Full details on our Security & compliance page.
AI that fits a compliance review.
The advisor approves every change
Finn proposes; nothing reaches the plan until the advisor applies it.
Numbers from a deterministic engine
Finn explains the projection and cites its figures. It never invents one.
One reviewable thread per client
Every request and change is on file for the team and for compliance.
Never trains AI models
Client data is never sold and never used to train AI models.
What procurement usually asks.
On servers located in Canada. Customer data, including financial plans, client records and account information, is not transferred outside Canada without explicit written consent.
Start with a briefing.
We’ll cover your rollout, your security questionnaire and the contract terms you need.