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The only Accounting Software for Financial & Insurance Advisors


The only Accounting Software solution designed exclusively for Financial  & Insurance Advisors

The future of accounting for your practice is now

Tax Reporting is critical - Embedded fees are on their way out - Fee for Service is in - Get Ready

For many of you that started a financial or insurance advisory practice, bookkeeping was probably at the bottom of your priority list.  If you're like most small business owners, that's probably still true today. Advising your clients' on their financial well being is one thing, but having to organize, track and report your own practice business transactions can be a daunting task.

Advisory practices within Canada can face significant accounting challenges when it comes to tracking the GST/HST component relating to Fee for Service, Referral Fees, or any other taxable commissions.

AdvisorFinancials.com has a built in GST/HST report generator giving you access to all the necessary data you need to complete your Federal GST/HST return, including pro-rating your allowable ITC's based on the percentage of taxable revenue you produce vs your total revenue.


Program Features


Reporting & Tracking

View and manage detailed income and expense statements, track commissions, expenses, and access historical comparisons  

  1. Commissions & Expense Tracking
  2. Commission Summary report *
  3. Misc. Income & Expense Reporting
  4. General Journal & General Ledger
  5. Balance Sheet, Detailed Income Statement, and 12 month reports
  6. Recurring Entries
  7. Checklist / Task Tracking
  8. GST/HST tax reporting
  9. Budget comparison and more

* (Future enhancements)


Taxes Made Easy

Make tax time a breeze with automated CRA GST/HST remittance reports and generate year-end statements for you and your accountant. With more advisors making the move to Fee-Based practices and incorporating part of their business, tracking GST/HST will be essential to conformity with CRA


Customized Set Up

To get you started we set up a chart of accounts based on your dealer affiliation, and show you how to add any other practice or corporation books that you would like to keep track of

Easy-to-use cloud accounting software for Financial Advisors



Working with existing financial advisory practices and designed by a Branch VP - Finance for a large Canadian independent wealth management firm, we clearly understand what it takes to meet the specific needs of running your financial advisory practice.  You need an accounting software for financial advisors, period.



Easy to use accounting software for financial advisors with everything you need, minus what you don’t. Specifically designed for ease of data input for the advisor or assistant who does not have any bookkeeping or accounting experience.



With high level security, automatic backups, and unlimited data storage, you can focus on what you do best.

Request your free 90 day no obligation trial below

Contact Us Today

Subscribe for only $20 per month (plus tax) after your 90 day free trial

AdvisorFinancials.com / Advisory Logistix Software

Halifax, NS CANADA


For sales or user support, please contact us at support@advisorfinancials.com