Pricing
Straightforward pricing, priced in CAD
Priced in Canadian dollars. No free trial \u2014 we set each practice up properly instead, so book a walkthrough and we will show you the platform against your own book.
Popular
Agent
$120/month
For the advisor running their own book.
Book a walkthroughOne advisor seat
Unlimited clients, families and policies
All product types — life, health, investment, travel, commercial
Quoting with multi-carrier comparison
Branded client email with CASL-compliant unsubscribe
Calendar, tasks and Google Calendar sync
Needs analysis with signed PDF and locked audit record
Consent history, access logging and subject-access requests
Data hosted in Canada
Agency
Let’s talk
For agencies and MGAs with advisors to oversee.
Talk to usEverything in Agent, for every advisor
Seat management and invitations
Role-based access — admin, advisor, read-only
Agency-wide compliance oversight
Shared template library with agency governance
Strict per-advisor data isolation
Onboarding and data migration support
Priced on seat count and what you need
Common questions
Is there a free trial?
No. Clientaly holds client health and financial information, so every practice is set up deliberately rather than self-served. Book a walkthrough, we will show you the platform against your own situation, and you decide from there.
What does the Agency plan cost?
It depends on how many advisors you have and what oversight you need, so we quote it rather than publish a number. Agencies vary more than solo practices do, and a single price would be wrong for most of them.
Where is my data stored?
In Canada. The database runs in the Canadian Central region and never leaves it. That matters for PIPEDA and it matters for the questions insurers ask during an audit.
Do I own my data, and can I get it out?
Yes on both. Your client records are yours. Export is available, and we do not hold your book hostage if you decide to leave.
Can I move my existing book across?
Yes. Most advisors arrive with a spreadsheet or an export from another CRM. We handle the migration as part of onboarding rather than leaving you to retype a few hundred families.
I am a solo advisor. Is this too much software for me?
That is who it was built for first. The compliance side runs quietly as you work rather than asking you to learn a system — the point is that the evidence exists when someone asks for it, not that you spend your week maintaining it.
Is it priced in Canadian dollars?
Yes. Everything on this page is CAD, and it is billed in CAD.