AdvisorFlow provides solutions to advisors looking to scale their practice who want to be able to serve their existing and new clientele in a more streamlined way, allowing collection and distribution of client data online.

Advisorsavvy is a free service helping consumers find, compare & review investment, financial & insurance professionals.
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CacheFlo is a behaviour-based financial literacy company. They create technology to help people simplify their finances.

Cloven is a CRM designed specifically for financial advisors, enabling the creation of comprehensive client profiles within a centralized hub. Use pre-built reporting and automation tools to stay on top of key client dates, and streamline your software stack with Cloven’s powerful productivity suite.

CompareHealth helps advisors turn hours of searching and manual comparison building for health plans into minutes. Used (and loved!) by advisors across Canada, CompareHealth identifies personal health insurance plans that match their client's unique preferences and creates detailed comparisons highlighting premiums, coverage maximums, co-insurance and waiting periods, allowing advisors to spend more time on what they do best.

EstateBox is revolutionizing the way people handle life and legacy planning by creating a simple and automated digital platform. Think of it as a virtual “box” containing all the important details, documents, and digital assets in a client’s life.

Life Design Analysis is a cloud-based sales and productivity software for insurance carriers, distributors and advisors. LDA is designed to increase revenue, save time and help automate compliance.

Planworth is a B2B SaaS platform for investment advisors and professionals who want to be the trusted guide at every step of a client’s wealth journey. Planworth combines questionnaires and advanced data analytics to put the experience and expertise of a virtual family office at the fingertips of investment advisors and professionals.

SideDrawer is a collaborative digital vault designed for efficiency + privacy. Their platform improves the client experience around collaboration and organization and is used by advisors to securely collect and share sensitive client data and documents.

Advocis, The Financial Advisors Association of Canada, is the largest voluntary professional membership association of financial advisors in Canada, representing more than 17,000 member-clients and 40 Chapters across the country.

Financial Horizons supports independent financial advisors with a customizable suite of services and expert guidance. As a leading MGA, they raise the bar on service excellence by taking the time to understand what matters most to advisors and evolving with them – today, they actively meet the unique needs of more than 6,500 advisors through local teams across Canada.

Natlalie is a brand strategist for financial advisors who want to grow online. Her advisor coaching program turns advisors into authorities by helping them to clarify their personal brand. Natalie helps advisors be seen an an expert within their niche and achieve online growth.

Pledge 1% is global movement to inspire, educate and empower every company to be a force for good. As a company, we have pledge to donate 1% of our time, product or profits.

YSpace is York University’s community innovation hub. They support a growing number of innovators by providing space for entrepreneurs and community members alike to collaborate and connect to resources within the University and throughout the York Region.