Know which clients need you next.
Insights reads across your book and lists the retirements and birthdays coming up, so you make the call before the client has to ask.
Your next calls, already listed
Upcoming retirements and birthdays across your book, soonest first, so you reach out at the right moment.
- The clients retiring soonest
- Birthdays for clients and spouses, with the age they are turning
- Your whole book on Advisor Pro, five clients on Advisor Core
What it means for your practice
Call first
See who retires soon and reach out before the client has to ask.
Milestone birthdays
Turning 65 or 71 changes a plan. The list shows who is coming up.
Know your book
Ages, provinces, household mix and your largest relationships, at a glance.
What Insights shows
- Upcoming retirements
- The clients retiring soonest, and how many of your clients are retired or still working.
- Upcoming birthdays
- Clients and spouses, soonest first, with the age they are turning.
- Your book at a glance
- Ages, provinces, occupations and household mix, and how many clients are onboarding or have a plan ready.
- Largest relationships
- Your top clients by net worth, from each client's latest plan.
- Your whole bookAdvisor Pro
- Advisor Pro covers every client. Advisor Core covers five.
More of what Optiml does for your practice
Branding and reports
Your logo, colours and signed cover letter on every report and invite.
Client onboarding
Onboard a client the same day, not in two weeks: households add their own details by invite.
Planning depth
Optimized withdrawals, CPP and OAS timing and taxes, in a plan clients understand.
Practice and team
Start on your own, add a colleague when you hire. Offices and roles when you need them.
See it with your own clients.
Start a 14-day free trial, or book a demo and we will walk you through a full client plan.