A CRM that feels like it was made for you — because it was.
We’ve worked with firms of all sizes and heard one consistent complaint — CRMs are clunky, expensive, and not intuitive. So we set out to fix that.
Our founder is a CRM strategist with decades of experience helping financial advisors simplify compliance, scale client service, and work smarter. Advora reflects that experience in every pixel.
Advora is proudly developed and supported by Blueprint CRM Services — Canada's leading CRM consulting partner for financial advisory firms.
Advora isn’t just another CRM — it’s your practice’s silent partner, working behind the scenes to boost productivity and enhance relationships.
Unlike generic CRMs, Advora is tailored for the financial services industry. From household views to review month tracking, everything is designed with advisors in mind.
Mae helps you take notes, summarize client emails, track tasks, and even prepare for audits — all with a single click. It's like hiring a full-time assistant for free.
From upcoming meetings to overdue tasks and KYC gaps, Advora keeps everything front and center so you never drop the ball.
Start using Advora within days. Our team handles the setup, migration, and training to ensure a smooth transition.
Advora keeps you connected wherever you are — whether you're at the office, in a client meeting, or on the go.
With Advora, you’re not just getting a CRM — you’re getting peace of mind, on any device.
Advora turns complexity into clarity. Our interface is purpose-built for Canadian financial advisors — clean, modern, and focused on what matters most: your clients.
Whether you’re solo or managing a team, Advora helps you work faster, stay organized, and deliver a standout client experience — without the clutter or chaos.
A First-of-Its-Kind Partnership with HeyAdvisor
We’re excited to announce our new partnership and integration with HeyAdvisor, a leader in visually engaging, compliance-friendly content designed specifically for Canadian financial advisors. This first-of-its-kind integration allows Advora users to access HeyAdvisor’s powerful library of infographics, videos, and social posts — all seamlessly connected to your client records. It’s a smarter way to educate clients, spark meaningful conversations, and enhance the value of every interaction.
We’re proud to support advisory firms across Canada — from solo practices to multi-advisor teams.
Thank you for choosing Advora!
Because Advora is built on Zoho CRM, many firms choose to run it as part of Zoho One — Zoho’s all-in-one suite of 45+ business apps.
That means that, on top of Advora, you can also use a full stack of productivity and collaboration tools at no additional cost beyond your Zoho One subscription — often replacing multiple standalone tools and saving hundreds of dollars every month.
You can start with Advora on its own and add Zoho One when you’re ready — or keep using the tools you already have. Advora fits either way.
Advora adapts to the way we work. It’s been a game-changer.
Honestly, I don’t know how we managed without Advora.
Our team’s productivity has taken off and service is more personalized.
It’s empowering to use a tool that fits us—not the other way around.
I almost went with another CRM… then I saw Advora. Don’t make the mistake I almost did — just pick Advora. You won’t regret it.
Advora easily saves us hours each week. We can finally focus on what matters most — our clients.
Advora works seamlessly with the tools Canadian advisors already use — helping you stay connected, organized, and compliant.
Easily send personalized, client-friendly content from HeyAdvisor based on triggers like review months, RRSP timelines, and more. Click this tile learn more about HeyAdvisor.
Sync your Outlook emails, calendar, and contacts — so Mae can intelligently surface follow-ups, tasks, and missing info.
Easily sync your emails, calendar, and contacts from Google Workspace.
Built on the robust, secure Zoho CRM platform — giving you peace of mind and powerful infrastructure under the hood.
Seemlessly access your client files on OneDrive in single click.
Seemlessly access your client files on Google Drive in single click.
More integrations are coming soon. Have one in mind? Let us know.
We believe powerful software shouldn’t come with complex pricing. Advora’s pricing is built for advisors, not enterprises.
$95 CAD/user/month
(billed annually)
Everything you need. One price. One platform.
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