Financial advisor

Your clients' wealth. A portal to match.

Financial planning, wealth management, retirement, taxation. Your clients trust their financial future to your expertise. Xpert6 gives you the premium infrastructure they deserve.

The financial advisor's reality

Financial plans that collect dust in drawers.

You create detailed financial plans. But once delivered, your clients forget them in a drawer. No structured follow-up, no regular updates.

Static financial plans

The plan is a 50-page PDF delivered once. The client stops consulting it after 3 months. When their situation changes, they don't think to call.

Sensitive data by email

Investment statements, tax returns, wills. Everything transits by email or mail. No dedicated secure portal.

Reactive, not proactive follow-up

You wait for the client to call to update their situation. 60% of clients never reach out between annual meetings.

Before / After

PDF in a drawer or living wealth portal?

The advisor without Xpert6

The financial plan is a PDF document delivered in person. The client files it away and forgets. No follow-up between meetings.

Financial documents transit by email or postal mail. The client can't find anything when they need it.

You see the client once a year. Meanwhile, a life change (marriage, inheritance, business sale) goes under the radar.

No visible differentiation. The client compares your service to their bank's. Same perceived experience.

The advisor with Xpert6

The financial plan lives in a portal. The client sees their progress, goals and milestones. Real-time updates.

All financial documents are in a secure branded portal. The client accesses 24/7. End-to-end encryption.

Cortex alerts when a probable life event approaches (retirement in 5 years, RRSP to maximize). Proactive, not reactive.

A premium branded portal. Family office experience. The client no longer compares with their bank.

Built for finance

The infrastructure of a family office.

Every module is built for the financial advisor who wants to offer a premium experience and retain clients for life.

Secure wealth portal

Financial plan, goals, investments and documents in a branded portal. End-to-end encryption. 24/7 access.

Living financial plan

The plan is no longer a dead PDF. Goals, milestones, progress and projections updated in real time in the portal.

Document vault

Wills, protection mandates, insurance policies, tax returns. All centralized and accessible to the client at all times.

Life cycle alerts

Cortex detects probable life events and alerts the advisor. Proactive approach instead of reactive.

Financial knowledge base

Feed Cortex your planning guides, tax strategies and FAQs. The client gets 24/7 answers.

Ongoing management subscriptions

Monthly packages for wealth tracking, quarterly updates and ad hoc consultations. Predictable recurring revenue.

Get started in 30 minutes

Three steps. A premium practice.

Set up your portal

Add your brand and colours. Your wealth management portal is ready in minutes.

Create client profiles

Each client has their secure space: financial plan, documents, goals and progress tracking.

Activate subscriptions

Set up your ongoing management packages. The client subscribes directly in the portal.

12-day free trial

Ready to offer the family office experience?

12-day free trial. 2 licences included. No credit card. Your wealth portal is ready in 30 minutes.

Start my free trial

Free trial, no commitment. 30-day money-back on first subscription. 90-day Triple Impact Guarantee on annual or 24-month plan.

Use case

Financial advisor

Planning, wealth, retirement, taxation.