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AdvisorVaultEverything You Need to
Run Your Practice
Built for Canadian insurance advisors and financial professionals.
PIPEDA Compliant · 30-day free trial · No credit card required
John Mitchell — Retirement Simulation
Client · Active
Trusted by advisors working with Canada's leading carriers
Everything you need to deliver
exceptional client experiences
Purpose-built tools for Canadian financial and insurance advisors
Smart Search
Hit Ctrl+K to jump to any client, run a calculation, or start a simulation. No clicking around.
Voice Planning
Talk through a plan and it gets transcribed into client notes automatically. Great for meetings.
Drop-in Document Scanning
Drop a PDF and the key data gets pulled out and added to the client profile. No manual entry.
Compliance & Audit Trail
Built-in compliance checks and a full audit trail. PIPEDA compliant so you're always covered.
Automatic Context Memory
Keeps track of every conversation, document, and note so you never lose context between meetings.
Financial Calculators
Retirement, estate, insurance, and business planning with instant Canadian tax-optimized results.
Retirement Visualizations
RRSP/TFSA decumulation strategies with age-based income projections and CPP/OAS optimization.
Team Management
Invite advisors, assistants, and viewers. Role-based access control for your entire practice.
CSV Import/Export
Bulk import client portfolios from CSV. Export all data anytime. Seamless data migration.
Tools that fit the way you already work
From voice planning to document scanning, every feature is designed to save you time
See it in action
See how it works in practice
Built for every financial scenario
Canadian tax-optimized calculations for retirement, estate, insurance, and business planning
Retirement Planning
- RRSP / TFSA Decumulation
- CPP / OAS Optimization
- Tax-Efficient Withdrawals
- Income Projections
Estate & Trust
- Final Tax Calculations
- Capital Gains on Death
- Wealth Transfer Strategy
- Beneficiary Planning
Insurance Review
- Term Life
- Whole Life
- Universal Life
- Term to 100
- Disability
- Critical Illness
Business Planning
- Corporate Asset Optimization
- CDA Tracking
- GRIP Calculations
- RDTOH Analysis
Simple, transparent pricing
30-day free trial on all plans. No credit card required.
Solo
For independent advisors
- Unlimited clients
- All financial calculators
- AI assistant & voice planning
- Document analysis
- Compliance tracking
- Auto-memory system
Team
For growing practices
- Everything in Solo
- Up to 5 team members
- Role-based access control
- Team audit logging
- CSV bulk import/export
- Priority support
Brokerage
For large organizations
- Everything in Team
- Unlimited team members
- Custom compliance rules
- Advanced reporting
- API access
- Dedicated account manager
Give it a try — it's free for 30 days
Join advisors across Canada who are spending less time on paperwork and more time with clients.
30-day free trial · No credit card required · Cancel anytime