Generate qualified appointments, manage your full pipeline, stay CASL and PIPEDA compliant, and grow your practice — all in one platform built specifically for Canadian insurance and wealth professionals.
Credit card required · no charge for 14 days·CASL & PIPEDA compliant·Cancel anytime before day 14 — never billed
One dashboard to run your entire advisory practice — leads, pipeline, compliance, AI agents, and analytics in a single view.
Six integrated modules, designed together — not bolted on from separate tools.
Full pipeline from New Lead to Placed In Force. 19 stages, lead scoring, CASL tracking, and audit logs — built for how Canadian advisors actually work.
Core PlatformFounder, Setter, Compliance, Pipeline, Content and 5 more agents work on your behalf. Every action requires your approval before reaching a client.
AI-PoweredCASL consent tracking, PIPEDA data residency in Canada, province licensing gate, advisor E&O fields, and full disclosure audit trail.
CASL · PIPEDA4-touch no-show prevention: value message, 24h reminder, 3h nudge, and 30m SMS — all drafted by AI and released only after your approval.
No-Show Prevention0–100 composite score across qualification, intent, and financial axes. Province licensing check hard-disqualifies out-of-territory leads automatically.
APEX ScoringShow rates, close rates, pipeline velocity by stage, source ROI, and weekly advisor performance summaries — all your numbers in one view.
Growth InsightsSix integrated modules. Click any tab to explore.
19 stages, lead scoring, CASL tracking and audit logs — built for how Canadian advisors actually work. Every lead, every conversation, every stage in one view.
Every feature maps to one of four phases. You always know where a lead is and what to do next.
Paid & organic funnels that bring qualified Canadian business owners directly to your pipeline.
AI scoring engine filters every lead before your time is spent — province check, income, urgency, and intent.
Canadian-specific scripts, objection handlers, and CASL-compliant nurture sequences that convert.
Book, confirm, show up, close the application, and generate referrals — the full cycle, systematised.
All plans include a 14-day free trial. Credit card required — no charge until day 15. Cancel before day 14 and you will never be billed. No hidden fees, no per-lead charges.
For advisors just getting started with systematic lead generation.
For growing advisors who want the full APEX system running.
For team leads and managing partners scaling a multi-advisor practice.
All prices in CAD. 14-day free trial on all plans. Credit card required — no charge until day 15. Cancel before day 14, never billed.
Everything you need to know before getting started.
Join the advisors building their practice on the APEX Framework™. Your first 14 days are completely free.
Credit card required · no charge for 14 days·Setup in under 5 minutes·Cancel before day 14 — never billed