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Software Development • Canada • 1-10 Employees
Key Contact at adviice.ca
Owen Winkelmolen
Founder & CEO
Company overview
| Headquarters | Canada |
| Website | |
| Employees | 1-10 |
| Socials |
About adviice.ca
We're on a mission to help advisors deliver over 1,000,000 financial plans per year to average Canadian households. Our vision is financial planning for everyone, regardless of income or wealth. Our innovative platform is entirely client facing, allowing clients and advisors to work collaboratively to build a detailed financial plan in less time. Our client-led platform helps advisors create and deliver a financial plan is as little as 1-2 hours. Our platform provides... - White labelled domain, emails, branding, colours etc. - Client-led onboarding - Document uploads - Payment processing & fee-only planning (including one-time, installment, and subscription payments) - Financial planning and projections - Automated recommendations - Digital plan delivery - Actions and follow-up - And more! The future of financial planning is digital, interactive, collaborative, fast & efficient, and highly customized. Find out how we can help you deliver next level financial planning to your clients in less time. Book a demo! https://calendly.com/adviice_ca/demo
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
adviice.ca has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
adviice.ca has never raised funding before.
adviice.ca Tech Stack
Discover the technologies and tools that power adviice.ca's digital infrastructure, from frameworks to analytics platforms.
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Frequently asked questions
4.8
40,000 users



