Built for advice-only planners
A powerful, white-label retirement planning platform that helps you serve more clients, faster.
Adviice started as a platform for financial planners — and we still serve them. If you're a fee-only or advice-only planner, Adviice gives you a collaborative planning tool that your clients can use alongside your guidance.
How it works for planners
- White-label platform — your branding, your client relationships
- Client collaboration — clients enter their own information, you review and guide
- AI-powered scenarios — evaluate hundreds of decumulation strategies in seconds
- Marketplace listing — get discovered by Canadians looking for an advice-only planner
Join the Advisor Marketplace
Thousands of Canadians use Adviice to plan their retirement. Some of them want deeper guidance from a qualified planner. Our marketplace connects them with you.
Book an Intro Call
Learn how Adviice can work for your practice