Our Features
Laylah was designed with input from financial advisors. And we’re not stopping now.
We listened to financial advisors to make an app that works for you. But, that doesn’t mean our work is done. Financial advisors and their teams work in an industry that never stops evolving. At Laylah, we understand that and are committed to evolving our technology to ensure it continues to meet your needs.
Our current and planned features.
At Laylah, we’re focused on being a long-term solution that evolves to meet the changing needs of financial advisors and their teams. We understand that by paying attention to the behaviours and interactions of our customers, new features will be needed—and we’ll make sure we implement them.
Growth
Our Growth plan works for independent financial advisors and up to 10 team members.
The basics
- Team members
- Up to twenty (20)
- Contacts
- Up to 10 000
- Secure document storage
- 1000GB
- Cost of additional storage
- $20/month/500GB
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
- In beta
- Personalized reports
Tools that make working together easy
- Task management
- Notifications
- Private conversations with team members
- Requests Management
- It’s on our todo list
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
- Planned
- SOC2 certification
- We’re working on it!
Extensibility features
- Access to the marketplace
- Data Imports (CSV, etc).
- Export your own data (free)
- We’re working on it!
- Access to exclusive extensions
- API Access
- An assigned team member will be there for you when you need them
Data sources (insurances)
- Assumption Life
- Empire Life
- RBC
- Manulife
- Canada Life
- In beta
- Beneva / SSQ
- In beta
- Sun Life
- We’re working on it!
Data sources (investments)
- Viefund
- Univeris
- We’re working on it!
- Winfund
- Planned
Integrations
- In beta
- Office / Microsoft 365
- In beta
- DocuSign
- Planned
- OneSpan
- Planned
- Onnisend
- We’re working on it!
- Mailchimp
- We’re working on it!
Enterprise
Laylah was made to work for you so, if you’re a team of more than 10 or want to talk about a tailored solution, just ask.
The basics
- Team members
- Unlimited
- Contacts
- Unlimited
- Secure document storage
- Space adapted to the needs of your firm
- Cost of additional storage
- Upon request
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
- In beta
- Personalized reports
Tools that make working together easy
- Task management
- Notifications
- Private conversations with team members
- Requests Management
- It’s on our todo list
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
- Planned
- SOC2 certification
- We’re working on it!
Extensibility features
- Access to the marketplace
- Data Imports (CSV, etc).
- Export your own data (free)
- We’re working on it!
- Access to exclusive extensions
- API Access
- An assigned team member will be there for you when you need them
Data sources (insurances)
- Assumption Life
- Empire Life
- RBC
- Manulife
- Canada Life
- In beta
- Beneva / SSQ
- In beta
- Sun Life
- We’re working on it!
Data sources (investments)
- Viefund
- Univeris
- We’re working on it!
- Winfund
- Planned
Integrations
- In beta
- Office / Microsoft 365
- In beta
- DocuSign
- Planned
- OneSpan
- Planned
- Onnisend
- We’re working on it!
- Mailchimp
- We’re working on it!
Feature comparison
The basics
| Feature | ||
|---|---|---|
| Team members | Up to twenty (20) | Unlimited |
| Contacts | Up to 10 000 | Unlimited |
| Secure document storage | 1000GB | Space adapted to the needs of your firm |
| Cost of additional storage | $20/month/500GB | Upon request |
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 | In beta | In beta |
| Personalized reports |
Tools that make working together easy
| Feature | ||
|---|---|---|
| Task management | ||
| Notifications | ||
| Private conversations with team members | ||
| Requests Management | It’s on our todo list | It’s on our todo list |
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 | Planned | Planned |
| SOC2 certification | We’re working on it! | We’re working on it! |
Extensibility features
| Feature | ||
|---|---|---|
| Access to the marketplace | ||
| Data Imports (CSV, etc). | ||
| Export your own data (free) | We’re working on it! | We’re working on it! |
| Access to exclusive extensions | ||
| API Access | ||
| An assigned team member will be there for you when you need them |
Data sources (insurances)
| Feature | ||
|---|---|---|
| Assumption Life | ||
| Empire Life | ||
| RBC | ||
| Manulife | ||
| Canada Life | In beta | In beta |
| Beneva / SSQ | In beta | In beta |
| Sun Life | We’re working on it! | We’re working on it! |
Data sources (investments)
| Feature | ||
|---|---|---|
| Viefund | ||
| Univeris | We’re working on it! | We’re working on it! |
| Winfund | Planned | Planned |
Integrations
| Feature | ||
|---|---|---|
| In beta | In beta | |
| Office / Microsoft 365 | In beta | In beta |
| DocuSign | Planned | Planned |
| OneSpan | Planned | Planned |
| Onnisend | We’re working on it! | We’re working on it! |
| Mailchimp | We’re working on it! | We’re working on it! |
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.