IF Advisory AppEmpowering Better Advice.
A secure platform that helps licensed Canadian financial advisors and insurance professionals manage clients, deliver needs-based financial planning, generate insurance illustrations, prepare compliance documentation, and schedule advisory meetings — all in one place.
Advisor
Premium
Financial Advisory Suite
Advisor Dashboard
Your complete book of business at a glance
Total Clients
12
Assets Under Mgmt
$0.78M
New Clients (MTD)
0
Compliance Alerts
1
Quick Actions
Document Center
Upload, sign, convert, and manage all client documents
Total Docs
10
Pending Signature
0
Signed
3
Templates
0
Investment Strategy
Copy of Invest Proposal
EN-KYC-Insurance
Lead Dashboard
Funnel & lead management overview
Total Leads
8
+12%
Hot Leads
4
+5%
Appointments
1
+8%
Conversion
0.0%
+2.1%
Pipeline Overview
Lead distribution by stage
AI Autofill
Upload a client document — AI extracts the profile, assets, debts & income.
Drop a document or tap to upload
PDF, image, or Word — statement, KYC, fact finder
You'll review every extracted field before anything is saved.
Three pillars. One platform.
From first meeting to final document — the IF Advisory App covers the whole advisory workflow.
AI summary · live
Capture every meeting
Record, transcribe, and summarize client meetings — in person, by phone, or over Google Meet.
Universal Life
$500,000
Illustrate & recommend
Generate insurance illustrations, run needs analysis, and produce product recommendations in minutes.
AI verification
Reviewed
Cross-referenced with transcripts & documents.
5 facts verified
All figures match source data & client records.
Stay compliant
Advisor disclosures, reasons-why, signed documents, and full audit trails — ready for any review.
What IF Advisory App Does
Six core capabilities, built for the Canadian advisory workflow.
Client Management
Centralized profiles for individuals, couples, and business clients with full KYC and onboarding tracking.
Financial Planning
Needs analysis, income & expense tracking, debt management, and goal-achievement projections.
Insurance Illustrations
Generate personalized term, whole life, and universal life illustrations with year-by-year projections.
Compliance & Documents
Advisor disclosures, reasons-why documentation, and signed document storage with audit trails.
Meeting Scheduling
Book and conduct advisory meetings with Google Calendar and Google Meet integration.
Reports & Analytics
Book-of-business dashboards, client segmentation, and predictive risk alerts.
About This Application
IF Advisory App is used by licensed financial advisors and insurance representatives operating in Canada to serve their clients. The platform supports the full advisory workflow: capturing know-your-client (KYC) information, conducting needs analysis, producing insurance illustrations and product recommendations, generating regulatory disclosure and reasons-why documentation, and coordinating meetings through integrations such as Google Calendar and Google Meet. All personal and financial information is handled in accordance with applicable Canadian privacy legislation, including PIPEDA.