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A CRM platform built specifically for financial advisors and insurance professionals to manage client relationships, workflows, and data in one place. It helps firms streamline onboarding, automate follow-ups, and create consistent client experiences while integrating with key industry tools and carriers. Designed around real advisor processes, Cloven acts as a central operating system that reduces administrative work and enables scalable, system-driven growth. 

Powered by Objectway, RazorPlan is a powerful financial planning software that streamlines financial planning into an intuitive, client focused experience. Its unique design blends comprehensive analysis with tailored, easy to understand advice. RazorPlan enables advisors, planners, and insurance professionals to quickly assess client needs, analyze their situation, and provide personalized advice, allowing advisors to focus more of their time on helping their clients.

Snap Projections provides Canadian advisors with transparent, highly flexible financial planning software built for ease of use. Designed with clarity in mind, it gives advisors the flexibility to model complex client scenarios without the complexity — making it easier to communicate plans clients can actually understand and trust. 

Equisoft builds technology specifically for financial advisors. Equisoft/connect, is a CRM designed around how advisors actually work -- centralizing your client data, policies, and investments all in one place. It also offers planning and analysis tools that plug right into that same ecosystem, so you spend less time switching between systems and more time with your clients.

Coming Up Next™ is a full transition enablement platform built to help advisors grow, protect, and transition their practice with confidence. Powered by FindBob, and exclusive to IFB Members, Coming Up Next features a suite of personalized tools to guide you through every stage of your practice journey, including step-by-step planning guides for succession and catastrophic coverage, valuation tools to understand and segment your practice's worth, and a private marketplace to discover opportunities and make connections.

Continuum is the AI system behind Canada's best advisors, combining botless meeting capture, smart client profiles, task automation, and Pages—interactive branded client deliverables—in a single desktop application. Headquartered in Toronto, Continuum is SOC 2 Type 2 certified, PIPEDA-compliant, and Canadian data resident.