See exactly how much new AUM and annual revenue you could generate by joining CanadaInvesting.app. Adjust the sliders to match your practice and watch the numbers update in real time.
Adjust the sliders to reflect your current book of business and desired growth. All figures update instantly.
Based on your inputs, here is your projected annual return from the platform.
Based on your current inputs, here is how your practice could grow over time across three scenarios.
50% of expected new clients convert. Accounts at 80% of average size.
75% of expected new clients convert. Accounts at full average size.
100% of expected clients convert. Accounts at 120% of average size.
See the incremental revenue impact of moving to the next tier. More visibility means more client matches, which means more AUM.
Moving to Enterprise gives you premium search ranking and up to 15 client matches per month. Here is how the numbers change.
The numbers speak for themselves. Join Canada's first AI-powered investment advisor marketplace and start generating qualified client matches today.