SteadyFinancial - Canadian Financial Planning CRM for Advisors
Professional financial planning CRM designed for Canadian financial advisors and planners nationwide. Manage clients, create projections, optimize taxes, and generate reports with Canadian-specific tools (TFSA, RRSP, FHSA).
Complete CRM Platform for Canadian Financial Planners
SteadyFinancial provides a comprehensive suite of tools specifically designed for Canadian financial advisors, including:
- Client management with Canadian-specific accounts (TFSA, RRSP, FHSA, RESP)
- 15+ financial calculators including tax planning, retirement, and Monte Carlo projections
- Provincial tax optimization for all Canadian territories
- Professional report generation with branded PDF exports
- Task tracking and workflow management
- Enterprise-grade security with bank-level encryption
Key Features
Our platform offers comprehensive client management, advanced financial projections with Monte Carlo simulations, Canadian tax optimization for all provinces, professional branded reports, enterprise-grade security, and streamlined workflow management. Built specifically for Canadian financial planning regulations and best practices.
Canadian-Focused Financial Planning
Stop adapting American software to Canadian rules. Our platform is built from the ground up for Canadian financial planning, including complete tax tables for all 13 provinces and territories, TFSA and RRSP contribution tracking, FHSA integration, QPP nuances, and provincial tax variations.
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