Client Intelligence for Financial AdvisorsNo More Passive CRM.
advisorIQ combines advisor-first CRM workflows with CIM and Q Assistant — helping your team capture the relationship, surface what matters, and focus on the client.
The intelligence layer on advisorIQ.
CRM gives your team the relationship structure. CIM helps your team understand what matters next. It adds intelligence across client records, notes, meetings, tasks, workflows, and compliance data.
Traditional CRM
Stores what happened and leaves the advisor to search, filter, report, and interpret.
advisorIQ + CIM
Helps surface follow-ups, meeting prep, client insights, task recommendations, and compliance visibility.
Advisor-first features that turn CRM activity into action
advisorIQ is designed for how advisory teams actually work: client relationships, households, meetings, tasks, notes, emails, calendars, compliance, and daily preparation.
Email sync
Sync email activity so important client conversations can be connected to the right record.
Calendar sync
Sync multiple calendars and keep meetings connected to clients and households.
Households + family trees
Understand spouses, children, step-family, household members, and related activity.
Compliance calendar
Keep advisors aware of meetings that need notes and follow-up documentation.
Task recognition
Q can recognize potential tasks from notes and help turn meeting activity into to-dos.
Note polishing
AI-powered note polishing helps turn rough notes into cleaner, consistent client documentation.
Daily overview emails
Start the day with meetings, tasks, client health, watch items, and prep delivered to your inbox.
Meeting prep
Generate meeting prep on demand and include prep summaries in your daily brief.
Ask Q from wherever you are.
Q is built to help advisors and teams move quickly without digging through screens. Text advisorIQ to get an overview of your day, create or close tasks, add notes to meetings, book meetings, get directions to your next meeting, and more.
See advisorIQ workflows
Client snapshot, timeline, open to-dos, Q actions, and Q insights in one place.
See household relationships and activity across members, not just isolated records.
Track meetings and notes so advisors can see where documentation is missing.
Today’s meetings, BOB health, priorities, and prep delivered automatically.
On-demand prep with recent meetings, note summary, suggested focus, and watch items.
crmIQ Essentials
A clean CRM starting point for advisory teams
crmIQ Essentials is a streamlined CRM for firms that want the practical foundations first: people, companies, households, relationships, notes, to-dos, ownership, and record history — without unnecessary complexity.
Built with real advisory practices in mind.
advisorIQ and crmIQ are shaped around the practical workflows teams use every day — relationships, meetings, notes, tasks, compliance, and client service.
What advisors are saying
Integrations that support advisor workflow
advisorIQ works with the communication, calendar, and file tools advisory teams already use — helping you stay connected, organized, and prepared.
Microsoft 365
Sync Outlook email and calendar activity so client work stays connected.
Google Workspace
Sync Gmail and Google Calendar activity across client workflows.
OneDrive
Access client files quickly and consistently from the client workflow.
Google Drive
Bring client documents into your workflow without bouncing between tabs.
HeyAdvisor
Send compliance-friendly client content based on review months and planning triggers.
Simple, transparent pricing
Same features. Same support. Volume and annual discounts available.
All prices in CAD. Per-user pricing updates automatically when you switch billing cadence.