Your platform shapes your daily work.

Founded in 1987 in Vancouver, Maximizer is a Canadian company that has weathered multiple technology shifts. This lasting presence gives users confidence in the product's longevity.

Integration with Outlook is one of Maximizer's recognized strengths. Managing contacts, tasks, and opportunities directly from the inbox simplifies daily work for teams already in the Microsoft ecosystem.

Maximizer offers data hosting in Canada and compliance features (audit trails, granular permissions, document locking) suited to financial sector requirements.

Maximizer has integrated an AI module that generates client file summaries and identifies compliance priorities. This feature addresses a real need for quick preparation before meetings.

User reviews regularly highlight the quality and responsiveness of Maximizer's support team.

Maximizer does not offer synchronization with Canadian carriers and brokers. Data from your various feeds (insurers, brokers, partners) must be imported and updated manually. For advisors working with multiple sources, double entry and error risk become a daily reality. The IQ Boost module can generate smart summaries, but it relies on data the user must keep up to date themselves.

Maximizer does not include a built-in financial needs analysis (FNA) or native client portal. Advisors who need these features must turn to third-party tools, fragmenting their workflow and multiplying the interfaces to master. The lack of a secure portal for exchanging documents and information with clients is a gap frequently mentioned by financial sector users.

Maximizer was designed as a general-purpose commercial CRM before being tailored for the financial sector. It serves many industries (real estate, insurance, accounting, manufacturing) with pre-configured workflows. This multi-sector approach means features are designed for sales management in general, not for the specific needs of Canadian financial advice: provincial regulatory compliance, local ecosystem synchronization, and integrated traceability. --> AMF = quebec

The absence of FNA, client portal, and native synchronization forces advisors to combine Maximizer with other tools. Each added tool means an additional subscription, one more interface to learn, and data that doesn't communicate across systems. The total cost of ownership increases significantly compared to a single subscription.

Laylah connects directly to 25+ Canadian feeds (insurers, brokers, partners) and syncs your data automatically. Initial import is handled by a dedicated internal team, in 24 hours to 5 days. Your information is centralized, consistent, and always up to date. Double entry disappears and data reliability becomes a given, not a daily effort.

The financial needs analysis (FNA) is integrated into the platform and pre-fills with existing data. The secure client portal lets your clients exchange documents and information in a dedicated space, without third-party tools. Everything is accessible in a single interface, designed to be intuitive and fluid.

Laylah combines CRM, document management, compliance, client communication, and financial analysis in one environment. The platform was built exclusively for Canadian financial advisors. Workflows, timestamped traceability, and integrations reflect the specific requirements of the Canadian market.

Laylah replaces multiple tools (FNA, CRM, document management, secure emails, client portal, compliance) with a single platform and transparent pricing. No modules to add. You know exactly what you pay, and every dollar covers your entire practice.