Trusted by 120,000 teams worldwide
A complete solution for modern financial firms
Explore the modules that power better performance across your network.
FA Intelligence
- Track advisor activity vs. targets to understand productivity and capacity.
- Analyze your book of business by assets under management (AUM), household, or product mix.
- Surface upcoming KYC reviews, renewals, and life events to stay proactive.
Result: firms gain visibility, advisors gain focus.
Insights Module
Turn client and operational data into actionable intelligence.
- View growth trends, client segments, and relationship depth at a glance.
- Identify cross-sell and intergenerational wealth opportunities.
- Spot compliance gaps before they become issues.
Result: data you can trust, insights you can act on.
Advanced Reporting & Analytics
- Build customized dashboards for executives, compliance, or advisors.
- Track revenue drivers, service levels, and pipeline progress.
- Export audit-ready data instantly. No spreadsheets required.
Result: transparency across every level of your organization.
Activity Tracker
A unified view of every interaction.
- Log calls, meetings, and follow-ups from Outlook or mobile.
- Filter by advisor, branch, or activity type.
- Receive alerts for overdue tasks and upcoming reviews.
Result: complete records and reliable follow-through firm wide.
A platform that works the way financial professionals do
Gain full visibility into your client acquisition and retention process
See your funnel from prospect to long-term client.
Spot what’s working, fix what’s not, and drive measurable growth across your network.
Personalized Client Journeys
Track life events and milestones to offer timely, relevant recommendations.
Automate follow-ups based on interaction history and preferences.
Anticipate needs before clients ask, from retirement milestones to renewals.
Real-Time Performance Tracking
Forecast revenue and monitor activity in configurable dashboards.
Set and track KPIs that matter: appointments, AUM growth, client satisfaction.
Turn data into opportunity by recognizing emerging trends early.
Simplified Security & Compliance Management
Built-in compliance dashboards and KYC review tracking.
Secure document storage with encryption and role-based access.
Automated audit logs and reporting tools aligned with financial regulators’ requirements.
Purpose-built for the way Canadian firms work
Customization without Complexity
Canadian Data Sovereignty & Compliance
Your data stays in Canadian data centres, aligned with financial regulators’ guidelines and privacy standards.
Centralized Task Management & Client Servicing
Companies choose to partner with Maximizer
Best in class CRM software
Over 35 years of delivering exceptional results.
Learn why people love Maximizer
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Proven partner for
financial professionals
Trusted by wealth management firms, credit unions, and insurance networks across Canada to deliver performance, compliance confidence, and growth.
