CRM for Financial Advisors.
A better way to run your practice.
Laylah centralizes and secures your client data, simplifies compliance, and enables real collaboration, without adding more tools, logins, or chaos. Built for independent financial advisors and their teams in Canada.
The Challenge for Financial Advisors Today
Your Client Data Is Everywhere, Except in Your CRM.
Fragmented data, double entry, and time lost.
Financial advisors juggle disconnected systems, re-entering the same client information over and over. Simple client requests turn into scavenger hunts across spreadsheets, emails, and carrier portals. Opportunities are missed because information isn't visible when you need it. The day-to-day feels reactive. Everything is urgent, and nothing feels under control.
A CRM platform that is centralized, structured, and automated.
Laylah centralizes client data and streamlines workflows, giving you and your team a unified, real-time view of every client. The result: faster responses, timely follow-ups, and a financial advisory practice that runs with clarity and confidence.
Laylah is a Complete CRM Platform for Financial Advisors
No More Scattered Data and Fragmented Financial Tools.
Laylah brings together the essential technological foundations of a modern and efficient financial advisory practice, all in one platform.
Centralized Client Data
All your client data automatically synchronized from your MGA, carriers, and back-offices. No manual data entry required.
Task and Case Management
Workflows, tasks, and structured team collaboration so nothing falls through the cracks. Keep your advisory practice organized and efficient.
Secure Client Portal
A secure space for compliant digital collaboration with your clients. Communication, documents, and data collection, all in one protected environment.
Document Management
Documents stored, organized, and managed in context: client details, requirements, notes, insurance policies, investments, and more. Everything linked to the client record.
Compliance Tracking
Every action tracked, every audit simplified. All activities are timestamped and accessible, creating a complete compliance trail for each client.
Integrated Financial Needs Analysis (FNA)
Financial needs analysis with intelligent pre-filling of your clients' data. Life insurance, disability, retirement, and critical illness analyses, built right into your CRM.
Practice Management Features
Practice Management Built Around Your Clients.
Laylah organizes work by client case so information, tasks, and progress are connected and easy to follow. From solo financial advisors to larger teams, cases move forward in a clear, predictable way, keeping your practice organized and under control.
Client Case Management & Workflow Automation for Advisors
- Task management
Tasks are linked to client cases and easy to assign and track. Responsibilities are clear, follow-ups are visible, and work moves forward without guesswork. Automate recurring tasks to save time on administrative work.
- Kanban view
A shared, visual overview of case progress that helps your team quickly understand what is completed, what is in progress, and what needs attention. See your entire pipeline at a glance.
- Templates and processes
Standardize how work is done using customizable workflow templates. This creates consistency across the team, reduces variability, and supports reliable execution, while allowing flexibility when needed.
Client Portal for Financial Advisors
A Secure Client Portal for Digital Collaboration.
A dedicated client portal that protects sensitive information by keeping communication, document sharing, and data collection secure, organized, and in one place. Strengthen client relationships with a modern, professional experience.
Compliant Client Communication Tools & Secure Document Exchange
- Integrated messaging
All client communication happens in one secure location, tied to the client record and easy to follow. No more searching through email inboxes for important conversations.
- Document exchange
Share and receive documents in a controlled environment that keeps files secure, organized, and linked to the right client. Compliant document exchange for financial advisors.
- Smart questionnaires
Collect client information through structured questionnaires that protect sensitive data while reducing unnecessary back and forth. Streamline onboarding and annual reviews.
Jean Dupont
Secure client space
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Marie Tremblay • Dec 2024
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Analyses
Compliance
Compliance Tools for Financial Advisors. Compliance Built Into Your Daily Workflows.
Your engagement, advice, and follow-through are documented as the work happens, not after.
Laylah protects your business by securing client communication, structuring how work is done, and organizing every interaction around the client record. Compliance requirements are built into your workflows, not left to memory or clean-up later.
Regulatory Compliance Made Simple
- Documented client engagement
Client communication, notes, tasks, documents, and collaboration are captured in one secure, organized client record, creating clear evidence of ongoing engagement and support.
- Automatic Audit Trail
Every action is automatically timestamped and recorded, creating a complete and reliable history for each client that is easy to review and defend. Be audit-ready at all times.
- Protected Records And Retention
Client information cannot be permanently deleted. Client data is securely archived, recoverable, and retained in line with regulatory and business requirements. Your records are protected.
- Canadian Data Residency & Privacy
Client data is hosted and secured in Canada, supporting privacy obligations under Canadian regulations, and industry best practices. Your clients' data stays in Canada.
Needs Analysis
Client data automatically pre-filled
Analyses
Report sections
FNA_Report_Tremblay.pdf
PDF • 2.4 MB
Financial Needs Analysis Software
Financial Needs Analysis Simplified and Automated.
Produce complete financial needs analyses in a few clicks thanks to intelligent pre-filling. Spend less time on data entry and more time advising your clients.
- Smart Data Collection
Laylah automatically pre-fills fields with your clients' personal information, dependents, and financial data. No more re-entering information you already have in your CRM.
- Intuitive Financial Analyses
Life insurance, critical illness, disability, and simplified retirement analyses. Everything financial advisors need to advise clients effectively, built into your daily workflow.
- Customizable Reports
Branded client reports with clear, professional presentation, aligned to your firm, your disclosures, and your standards. Generate polished FNA reports in minutes.
Integrations
CRM Integrations and Data Feeds. Seamless Integrations with Carriers and Back-Offices.
Laylah connects to your existing tools to centralize client information automatically. Stop logging into multiple systems and switching between applications.
Connect Your Existing Tools Automatically
We maintain live connections with major Canadian general agents and back-offices: Manulife, Empire, iA Financial, and more. Your book of business syncs automatically, so there's nothing to configure. We handle everything.
Connect your email and calendar from Google, Outlook, or Microsoft 365. Emails and meetings are linked to client records automatically, keeping your communication history complete and accessible.
A simple, fast and supported transition.
Fast CRM Onboarding and Migration. Switch CRMs in Hours, Not Weeks.
Because changing CRMs should never be a headache. Most financial advisors are operational on Laylah in less than 24 hours. We make the transition simple so you can get back to serving your clients.
Simple CRM Migration for Financial Advisors
Connect Your Carrier Feeds
Link your carriers and back-offices in a few clicks. Automatic data sync starts immediately.
Import Your Client Data
We migrate your contacts, policies, and existing documents for you. Your book of business transfers seamlessly. No manual data entry required.
Integrate Email & Calendar
Connect Google, Outlook, or Microsoft 365. Emails and meetings are linked to client records automatically.
Personalized Onboarding Support
A member of our team works with you one-on-one.
Training & Resources
Access our tutorials and guides to master Laylah. Learn at your own pace with our training center.
Ongoing Support
We're here for you long term, not just at the beginning. Dedicated support for financial advisors whenever you need it.
Blog
Latest Insights for Financial Advisors
What is the Best CRM for Financial Services?
Looking for the best CRM for financial services? Learn key features to prioritize, compare top platforms, and choose the right CRM for your practice.
Why Email Threatens Your Compliance (and How Laylah Protects You)
Every day, sensitive personal information and financial data pass through your inbox. Each exchange could become your next compliance nightmare.
Successful Laylah CRM Implementation: It All Starts with Your Team
Implementing Laylah CRM isn't just about importing your data. It's first and foremost about discipline and collaboration.
Frequently Asked Questions About CRM for Financial Advisors in Canada
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Our partners
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