Plateforme & Intégration

The Advisor Tech Series: Conversations from T3

Financial planning is shifting from static outputs to more dynamic, real-time guidance. At T3, this conversation...

For Insurance Advisors, the conversation has changed. Clients don’t think in terms of products. They don’t separate...

At T3, one of the more candid conversations centred on a reality many advisors quietly deal with: disconnected systems...

Managing customer relationships efficiently is essential for business growth, and a reliable CRM system can make all...

Financial advisors in Canada rely on CRM systems to manage client relationships, track opportunities, and stay...

At T3, one theme stood out: the rapid rise of conversation intelligence and the questions it raises for advisors. In...

The right CRM in 2026 isn’t just about features, it’s about finding a platform that fits your business, your market,...

By the time an audit arrives, the work has already been done. Client meetings have taken place. Recommendations have...

Choosing a CRM isn’t just a tech decision for financial advisors—it’s a business decision. In 2026, Canadian advisors...