Our Features
Laylah is built with financial advisors. And it keeps evolving.
We built Laylah by listening to financial advisors and their teams, to create a platform that works in real-world conditions. But that doesn’t mean we’re done. The advisory business keeps evolving, and so does Laylah. We continuously improve the platform to stay aligned with how you actually work.
Our current and planned features.
At Laylah, we build for the long term. Our platform evolves alongside financial advisors and their teams, based on how they actually work. As needs change, we design and deliver new features to support them.
Growth
Built for independent financial advisors and their team up to 30 users.
The basics
- Team members
- Up to thirty (30)
- Secure document storage
- 200GB
Data syncing
- Data synchronization feeds (25+ sources)
- Free standard migrations
- Email and calendar integration
- Manual data imports (CSV)
Financial analysis
- Pre-filled data-collection and analysis fields
- Life insurance analysis
- Critical illness analysis
- Disability analysis
- Simplified retirement analysis
- Personalized reports
Tools that make working together easy
- Task & Cases Management
- Practice Management (Workflows)
Secure Client Space
- Secure conversations
- Document exchange
- Client questionnaires
- Financial portraits
- Mobile app
Data Intelligence
- Smart Opportunities
Compliance and security
- Simplified compliance
- Audit trail
- Multi-factor authentication
Scale
Built for expanding teams with isolated environments and consolidated management.
The basics
- Team members
- Unlimited
- Secure document storage
- 500GB
Data syncing
- Data synchronization feeds (25+ sources)
- Free standard migrations
- Email and calendar integration
- Manual data imports (CSV)
Financial analysis
- Pre-filled data-collection and analysis fields
- Life insurance analysis
- Critical illness analysis
- Disability analysis
- Simplified retirement analysis
- Personalized reports
Tools that make working together easy
- Task & Cases Management
- Practice Management (Workflows)
Secure Client Space
- Secure conversations
- Document exchange
- Client questionnaires
- Financial portraits
- Mobile app
Data Intelligence
- Smart Opportunities
Compliance and security
- Simplified compliance
- Audit trail
- Multi-factor authentication
Feature comparison
The basics
| Feature | ||
|---|---|---|
| Team members | Up to thirty (30) | Unlimited |
| Secure document storage | 200GB | 500GB |
Data syncing
| Feature | ||
|---|---|---|
| Data synchronization feeds (25+ sources) | ||
| Free standard migrations | ||
| Email and calendar integration | ||
| Manual data imports (CSV) |
Financial analysis
| Feature | ||
|---|---|---|
| Pre-filled data-collection and analysis fields | ||
| Life insurance analysis | ||
| Critical illness analysis | ||
| Disability analysis | ||
| Simplified retirement analysis | ||
| Personalized reports |
Tools that make working together easy
| Feature | ||
|---|---|---|
| Task & Cases Management | ||
| Practice Management (Workflows) |
Secure Client Space
| Feature | ||
|---|---|---|
| Secure conversations | ||
| Document exchange | ||
| Client questionnaires | ||
| Financial portraits | ||
| Mobile app |
Data Intelligence
| Feature | ||
|---|---|---|
| Smart Opportunities |
Compliance and security
| Feature | ||
|---|---|---|
| Simplified compliance | ||
| Audit trail | ||
| Multi-factor authentication |
Integrations
Data integrations between systems serve as the cornerstone for streamlining work for today's advisors, providing them with the freedom to choose their systems and streamline their workflows.
Office / Microsoft 365
Sync contacts, emails & calendar events from Office / Microsoft 365.
Sync contacts, emails & calendar events from Google.
Omnisend
Sync your contact list & segmentation with Omnisend for your mailing campaigns.
Mailchimp
Sync your contact list & segmentation with Mailchimp for your mailing campaigns.
AdvisorFlow
Sync contact data from AdvisorFlow into Laylah.
Continuum
Sync meeting notes and action items with Laylah.
Bloks
Sync notes and documents from Bloks.
Focal
Sync meeting recordings and insights from Focal.
Cyberimpact
Sync your contact list & segmentation with Cyberimpact for your mailing campaigns.
Tchat N Sign
Sync notes and signed documents with Laylah.
DocuSign
Send documents / envelopes for signature with DocuSign. Track the process in Laylah.
OneSpan
Send documents / envelopes for signature with OneSpan.
Don't see your favorite tool?
Suggest an integrationIncluded migrations
Switching tools? We take care of migrating your existing data into Laylah, at no cost.
Canada Life (CRM)
Migrate your contacts and notes from the Canada Life CRM.
Cloven
Migrate your contacts and notes from Cloven.
Equisoft/connect
Migrate your contacts, policies and notes from Equisoft/connect.
Maximizer
Migrate your contacts and notes from Maximizer.
Zoho
Migrate your contacts and notes from Zoho.
Pipedrive (CSV)
Migrate your contacts and notes from a Pipedrive CSV export.
CSV File
Migrate your data from any CSV file.
Can't find your current tool?
Request a migrationData Feeds
Data feeds serve as the foundational element for making efficient and well-informed decisions within your firm.
Investments
Agenz
Carte Wealth Management
Horizons Financial
Global Maxfin
Groupe Cloutier
The Gryphin Advantage
Hub
IDC
Investia
Keybase
Mérici
MICA
Monarch Wealth
Networth Financial
Peak
Pinnacle Wealth Brokers
PPI
Quadrus
Sentinel
SFGT
WFG
WhiteHaven
Insurances
Assumption Life
Assure & Go
Beneva / SSQ
BMO
Canada Life
Empire Life
Equitable
Humania
Industrial Alliance
Ivari
Manulife
RBC
UV Insurance
Don't see a data feed you need?
Suggest a feedWe want Laylah to work for you.
Laylah’s reliable technology adapts to the realities of your firm with features and tools that will evolve to support your growth. So, if a feature, a data feed or an integration that you need isn’t here, let us know!
Chances are, you’re not alone.