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
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
- Unlimited
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
- Planned
- SOC2 certification
- We’re working on it!
Extensibility features
- Access to the marketplace
- Data Imports (CSV, etc).
- Export your own data* (free)
- Access to exclusive extensions
- API Access (coming soon)
Data sources (insurances)
- Assumption Life
- Empire Life
- RBC
- Manulife
- Canada Life
- Beneva / SSQ
- Sun Life
Data sources (investments)
- Viefund
- Winfund
- Univeris
Integrations
- Office / Microsoft 365
- Omnisend
- Planned
- Mailchimp
- Planned
- 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
- Unlimited
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
- Planned
- SOC2 certification
- We’re working on it!
Extensibility features
- Access to the marketplace
- Data Imports (CSV, etc).
- Export your own data* (free)
- Access to exclusive extensions
- API Access (coming soon)
Data sources (insurances)
- Assumption Life
- Empire Life
- RBC
- Manulife
- Canada Life
- Beneva / SSQ
- Sun Life
Data sources (investments)
- Viefund
- Winfund
- Univeris
Integrations
- Office / Microsoft 365
- Omnisend
- Planned
- Mailchimp
- Planned
- AdvisorFlow
- DocuSign
- Planned
- OneSpan
- Planned
Feature comparison
The basics
| Feature | ||
|---|---|---|
| Team members | Up to twenty (20) | Unlimited |
| Contacts | Unlimited | Unlimited |
| Secure document storage | Unlimited | Unlimited |
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 | 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) | ||
| Access to exclusive extensions | ||
| API Access (coming soon) |
Data sources (insurances)
| Feature | ||
|---|---|---|
| Assumption Life | ||
| Empire Life | ||
| RBC | ||
| Manulife | ||
| Canada Life | ||
| Beneva / SSQ | ||
| Sun Life |
Data sources (investments)
| Feature | ||
|---|---|---|
| Viefund | ||
| Winfund | ||
| Univeris |
Integrations
| Feature | ||
|---|---|---|
| Office / Microsoft 365 | ||
| Omnisend | Planned | Planned |
| Mailchimp | Planned | Planned |
| 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.