Your CRM should work the way your practice does.

The entire team, development, and support are based in Canada, with headquarters in Toronto. This proximity translates into tailored service.

Through the Zoho One ecosystem, Cloven includes over 50 tools (e-signature, cloud storage, calendar management, online forms) in a single subscription.

Workflows designed for the financial sector allow you to get started quickly without building from scratch.

The partnership with Canada Life and integrations with NDEX and iA Private Wealth provide access to relevant investment data for English-speaking market advisors.

Cloven connects to NDEX, iA Private Wealth, and BlueSun, which covers part of the investment data sources. However, for advisors who work with multiple carriers and brokers, data that doesn't come from these three partners often needs to be entered manually or imported by file.

Cloven promotes its suite of 50+ integrated tools via Zoho One. In practice, this suite includes a social media manager, a receipt scanner, a website builder, and other modules designed for various industries. For a financial advisor, the majority of these tools don't correspond to any daily need. The breadth of tools is impressive, but for a financial advisor, the essentials like native FNA, an integrated client portal, and timestamped compliance require configuration or aren't available natively.

Cloven advertises an 80% pre-built configuration, leaving 20% to be set up by the advisor or their team. The FNA, for example, requires workflow setup. Support is offered in English only, which can slow down French-speaking or bilingual advisors during onboarding and training. For firms that want to be operational quickly and supported in their language, this combination can be a barrier.

Cloven is built on Zoho One, a suite designed for all industries. The included tools are generic (Zoho forms, Zoho portal, Zoho storage) rather than features built specifically for the reality of a Canadian financial advisor. The FNA, for example, is not natively integrated: it requires workflow configuration. The client portal relies on Zoho components rather than a purpose-built advisor-client experience.

Laylah natively integrates everything Canadian financial advisor needs: CRM, document management, compliance, and pre-filled FNA with data already in the platform. The secure client portal is natively integrated, not built on a third-party tool.

Laylah connects to over 25 Canadian data feeds (carriers, brokers, MGAs) and automatically syncs your clients' information. A dedicated internal team maintains these connections. Initial import takes between 24 hours and 5 days.

Every action is traced and timestamped automatically. Compliance becomes a natural byproduct of your daily work, not a separate process to configure.

The Laylah team handles your data import and supports you in French and English throughout onboarding. Experts who understand your practice guide you at every step.

Laylah includes exactly what a financial advisor needs: pre-filled FNA, secure client portal, document management, timestamped compliance, and synchronization with 25+ sources. No unnecessary modules. One subscription centered on your practice.

Laylah was designed from the ground up for financial advisors, from the data architecture to every feature. Updates are shaped around your reality, not adapted from a generic platform.