The Smartest CRM for Canadian Financial Advisors (formerly advora)
Less clicking. More advising.
Built in Canada — for Canadian advisors
advisoriQ (formerly Advora) is purpose-built for the workflows, compliance needs, and client service standards Canadian advisory firms rely on every day.
Community
Built with feedback from real advisory firms — and improved continuously.
Compliance
Notes, email tracking, workflows, and audit prep designed to reduce risk.
Capacity
Spend less time clicking and hunting — and more time advising.
Meet Mae
Mae is your built-in assistant — helping you move faster with fewer steps and cleaner documentation.
Mae Audit Prep
Generate audit-ready PDF summaries from notes and emails across a chosen date range.
Mae Note Taker
Draft, polish, and send meeting summaries — including bilingual support.
Mae Email Finder
Find missing emails by intelligently scanning mailbox activity and matching to contacts.
Everything you need to stay organized and compliant
Advisor-first client record
People, households, tasks, meetings, notes, and key fields — organized the way advisors think.
Calendar + meetings
Meetings that connect back to the right clients and surface the right context.
Task management
Simple, practical tracking for follow-ups, service requests, and recurring workflows.
Email + file workflow
Connect Microsoft 365 or Google Workspace and keep client work in one place.
See advisoriQ in Action
Compliance Calendar View
This intelligent calendar flags meetings that need follow-up notes, keeping advisors compliant and organized.
Audit Preparation in 3 Easy Steps
Trusted by Canadian advisors
We’re proud to support advisory firms across Canada — from solo practices to multi-advisor teams.
What advisors are saying
Partners & integrations
advisoriQ works with the tools advisors already use — helping you stay connected, organized, and audit-ready.
HeyAdvisor
Send compliance-friendly client content based on triggers like review months and RRSP timelines.
Microsoft 365
Sync Outlook email, calendar, and contacts so Mae can surface follow-ups and missing info.
Google Workspace
Sync Gmail, calendar, and contacts to keep communication tied to the right people.
Zoho CRM Platform
A secure, reliable foundation — with powerful infrastructure under the hood.
OneDrive
Access client files quickly and consistently — right from the client record.
Google Drive
Bring client documents into your workflow without bouncing between tabs.
Optional productivity apps powered by Zoho One
Because advisoriQ is built on Zoho CRM, many firms choose to run it as part of Zoho One. Start with advisoriQ on its own and add Zoho One when you’re ready.
Communication & collaboration
- Zoho Mail
- Zoho Cliq
- Zoho Meeting
- Zoho Connect
Documents & file management
- Zoho WorkDrive
- Zoho Writer, Sheet, Show
- Zoho Notebook
Projects, finance & automation
- Zoho Projects & Zoho Sprints
- Zoho Books, Invoice, Expense
- Zoho Sign
- Zoho Analytics & Zoho Flow
Simple, transparent pricing
Same Features, Same Support, We offer Discounts for volume and annual plans
All prices in CAD. Per-user pricing updates automatically when you switch billing cadence.