Features - Financial Planning Software for Canadian Advisors
SteadyFinancials is advisor software for Canada. Advisors use it to manage clients, project registered accounts, plan retirement income, and produce branded reports. It is not a consumer financial-advice website.
What the platform can do
- Full client CRM for Canadian advisors
- TFSA, RRSP, FHSA, RESP, and RRIF account planning
- Financial projections with Monte Carlo simulations
- Retirement income optimization with CPP and OAS
- Provincial tax optimization for all 13 provinces and territories
- Corporate financial planning for incorporated business owners
- Income splitting strategies
- Insurance needs analysis
- Professional branded PDF reports
- Canadian calculators for TFSA, RRSP, RESP, RDSP, CPP, tax, retirement, mortgage, GIC ladder, and loan consolidation
- Engagement letter generator for Canadian planners
- SteadyBudget offline budgeting app for Windows
- Canadian data storage and PIPEDA-aligned privacy practices
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