Making financial planning accessible to average Canadian households just got a boost, as adviice.ca announced it has raised $100K in Seed funding. The startup is building a collaborative, client-facing platform designed to help financial advisors deliver over a million plans annually, aiming to bring professional guidance to individuals regardless of their income or wealth.
adviice.ca's platform streamlines the planning process, enabling advisors and clients to create detailed financial plans in as little as 1-2 hours. It offers features like white-label branding, client-led onboarding, and integrated payment processing for various fee-only planning models.
