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 20 users.
The basics
- Team members
- Up to twenty (20)
- Contacts
- Unlimited
- Secure document storage
- Adapted to your needs
Data syncing
- Initial sync of your client’s financial data
- Automatic bi-monthly financial data sync
- Easily sync your clients’ financial data whenever you need to with Laylah’s sync.
- Automatic email and calendar syncing
- Insurance and investment syncing
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 management
- Notifications
- Private conversations with team members
- Cases Management
Compliance and security
- Simplified compliance
- Traceability
- Encryption of your data (at-rest)
- Encryption of your data (in-transit)
- Multi-factor authentication
- Secure communications with clients
- SOC2 certification
Extensibility features
- Access to the marketplace
- Data Imports (CSV, etc).
- Export your own data* (free)
- Access to exclusive extensions
- API Access (coming soon)
Data feeds (insurances)
- Assumption Life
- Empire Life
- RBC
- Manulife
- Canada Life
- Beneva / SSQ
- Industrial Alliance
- Assure & Go
- UV Insurance
- Equitable
- BMO
Data feeds (investments)
- Viefund
- Winfund
- Univeris
Integrations
- Office / Microsoft 365
- Omnisend
- Mailchimp
- AdvisorFlow
- DocuSign
- Planned
- OneSpan
- Planned
Scale
Built for expanding teams with the ability to delegate access and manage multiple work environments at once.
The basics
- Team members
- Unlimited
- Contacts
- Unlimited
- Secure document storage
- Adapted to your needs
Data syncing
- Initial sync of your client’s financial data
- Automatic bi-monthly financial data sync
- Easily sync your clients’ financial data whenever you need to with Laylah’s sync.
- Automatic email and calendar syncing
- Insurance and investment syncing
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 management
- Notifications
- Private conversations with team members
- Cases Management
Compliance and security
- Simplified compliance
- Traceability
- Encryption of your data (at-rest)
- Encryption of your data (in-transit)
- Multi-factor authentication
- Secure communications with clients
- SOC2 certification
Extensibility features
- Access to the marketplace
- Data Imports (CSV, etc).
- Export your own data* (free)
- Access to exclusive extensions
- API Access (coming soon)
Data feeds (insurances)
- Assumption Life
- Empire Life
- RBC
- Manulife
- Canada Life
- Beneva / SSQ
- Industrial Alliance
- Assure & Go
- UV Insurance
- Equitable
- BMO
Data feeds (investments)
- Viefund
- Winfund
- Univeris
Integrations
- Office / Microsoft 365
- Omnisend
- Mailchimp
- AdvisorFlow
- DocuSign
- Planned
- OneSpan
- Planned
Feature comparison
The basics
| Feature | ||
|---|---|---|
| Team members | Up to twenty (20) | Unlimited |
| Contacts | Unlimited | Unlimited |
| Secure document storage | Adapted to your needs | Adapted to your needs |
Data syncing
| Feature | ||
|---|---|---|
| Initial sync of your client’s financial data | ||
| Automatic bi-monthly financial data sync | ||
| Easily sync your clients’ financial data whenever you need to with Laylah’s sync. | ||
| Automatic email and calendar syncing | ||
| Insurance and investment syncing |
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 management | ||
| Notifications | ||
| Private conversations with team members | ||
| Cases Management |
Compliance and security
| Feature | ||
|---|---|---|
| Simplified compliance | ||
| Traceability | ||
| Encryption of your data (at-rest) | ||
| Encryption of your data (in-transit) | ||
| Multi-factor authentication | ||
| Secure communications with clients | ||
| SOC2 certification |
Extensibility features
| Feature | ||
|---|---|---|
| Access to the marketplace | ||
| Data Imports (CSV, etc). | ||
| Export your own data* (free) | ||
| Access to exclusive extensions | ||
| API Access (coming soon) |
Data feeds (insurances)
| Feature | ||
|---|---|---|
| Assumption Life | ||
| Empire Life | ||
| RBC | ||
| Manulife | ||
| Canada Life | ||
| Beneva / SSQ | ||
| Industrial Alliance | ||
| Assure & Go | ||
| UV Insurance | ||
| Equitable | ||
| BMO |
Data feeds (investments)
| Feature | ||
|---|---|---|
| Viefund | ||
| Winfund | ||
| Univeris |
Integrations
| Feature | ||
|---|---|---|
| Office / Microsoft 365 | ||
| Omnisend | ||
| Mailchimp | ||
| AdvisorFlow | ||
| DocuSign | Planned | Planned |
| OneSpan | Planned | Planned |
We 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.