Support every client conversation with educational content powered by modern CRM.
Advora is a next-generation CRM solution built for Canadian financial advisors. Founded by a CRM strategist with decades of experience helping advisors simplify compliance, scale client service, and work smarter, Advora was designed to eliminate the clutter and complexity of generic CRMs.
As a proudly Canadian company, Advora is 100% focused on the unique needs of Canadian advisors. Its flat pricing model means no per-module charges, and every subscription includes comprehensive training, support, and advisor-first features.
Advora’s intuitive household-view interface, powerful workflows, built-in AI assistant (“Mae”), and integrations all work together to help advisors focus on what matters most, their clients. By bringing everything into one streamlined platform, Advora enables practices to operate more efficiently, stay compliant, and deliver a superior client experience, without the clutter or chaos.
The integration between HeyAdvisor and Advora brings together powerful client engagement and efficient CRM workflows. Advisors can access their uniquely branded HeyAdvisor content library directly within Advora, making it easier than ever to share educational, compliant, and visually engaging content with clients.
Using Advora’s CRM tools, advisors can easily send HeyAdvisor content to clients, whether individually or in groups. They can use powerful filters to select recipients, track who has received each piece of content, and manage all communications in one place. This seamless connection enhances both efficiency and client experience, allowing advisors to educate, engage, and stay top of mind without ever leaving the Advora platform.
*This integration is currently in beta testing, if you are interested in joining the group, please reach out to contact@heyadvisor.ca
Start your trial today to see all available HeyAdvisor content. No credit card required.
