Trusted by Canadian financial practices
You have the tools.
Can your team use them?
Strong Infrastructure, Limited Access
Your firm has invested in PAS, investment platforms, carrier feeds, and data lakes. The data is good. The data is centralized. The data is governed.
Advisors Still Work Without the Full Picture
It just does not reach the advisor. So advisors rekey it, chase it, or work without it. Client conversations happen without the full picture, and your data investment never shows up in the work it was meant to support.
Disconnected Systems Create Missed Opportunities
Fragmented systems. Manual data retrieval. Opportunities that slip through.
Your firm’s data, finally useable in your CRM
Connect to the systems your firm already runs
Maximizer takes direct feeds from major insurance carriers and pulls investment data from your firm’s data lake. Both flow into the advisor CRM as one record per client.
Your firm chose those systems for a reason. Maximizer does not replace them. It connects, pulls the right data into the right client record, and keeps it accurate through regular, automatic syncs. Advisors stop juggling logins. Head office stops fielding requests for data that already exists.
One view of every client, investment, and policy
Maximizer pulls connected investment and insurance data into a single visual view of each client. Assets, policies, accounts, contributions, and beneficiaries, under one client record. No more switching platforms to piece a client together.
When an anxious client calls about their portfolio, the advisor pulls up the full picture on the spot. No callback, no scramble. Coverage gaps and underweight positions sit side by side, so the advisor spots them in seconds. IQ Boost, Maximizer’s built-in AI, takes it further. Ask it to analyze a client’s positions and coverage, and it tells the advisor what to act on next.
Less manual entry, more face time with clients
When investment and policy data syncs with your firm’s systems, advisors stop acting as data entry clerks. They spend their time on planning, conversations, and growth. Head office gets a cleaner data trail because the data does not pass through human hands on the way in.
That means faster onboarding for new advisors, who inherit a book that is already populated. It means fewer fat-finger errors and fewer reconciliation cycles. And it means more advisor time spent on the work that actually grows AUM.
What we connect to
Insurance carriers
Investments, through your data lake
We also connect to MS365
Maximizer offers advanced features designed to enhance your sales efforts and optimize your workflow within Microsoft 365 tools.
Check out our App Marketplace
Connect Maximizer to the tools your team already relies on. With hundreds of integrations, you can sync your data, streamline your workflows, and keep everything working together in one place.
