Run the entire client meeting from one screen.
Open the deck, run the numbers live, and finish the compliance paperwork — all before your client leaves the table. And nothing about them ever touches a server.
22
client-ready decks
18
live calculators
10
compliance PDFs
Replaces ≈ $150/mo of single-purpose tools — for $9.99/mo.
Client data stays on your device — always.
A preview of the My Advisor Cockpit dashboard: a greeting, a search bar, library tiles, a live compound-growth chart, and a financial needs analysis form in progress.
You’re probably paying for this four times.
Most independent advisors stitch together planning software, slide tools, and form add-ons — then retype the same client into each one. Here’s the math on that.
The usual stack
Planning / FNA software
Enterprise planning suites, priced per seat
≈ $120/mo
Presentation & design subscriptions
Slide tools, template hunting, export-to-PDF dances
≈ $20/mo
PDF & e-signature form tools
Editors and add-ons just to finish the paperwork
≈ $15/mo
Your evenings
Six tabs, three logins, bookmarked calculators — and the same client typed into every one of them
Hours / wk
Adds up to
≈ $155/mo before your time
Typical published pricing for standalone Canadian advisor planning, presentation, and form tools. Your stack may vary.
One screen
billed annually — all four jobs, one login
- Guided FNA → dated client summary (PDF)
- Decks, calculators & forms on one client record
- Type a client’s name once — it’s everywhere
- Keep roughly $1,700 a year — and your evenings
Four tools’ worth of work. One screen.
The same colour-coded modules you saw above, live in the app. One client record fills all of them — type a name once and it’s everywhere.
Needs analysis
A guided needs analysis that fills itself as you talk — and prints a clear, dated summary for your client before they leave. The $120/mo job, done.
Present
22 client-ready decks — term vs permanent, RESP grants, the cost of waiting. No slide software, no exporting, no template hunt.
Calculate live
18 calculators where the chart moves as you type — DIME needs, TFSA vs RRSP, renewal shock. One tap away from any deck.
Finish the paperwork
10 compliance documents from the same client record — FNA, disclosure, LIRD, reason-why. Clean PDFs, nothing retyped.
Client data never leaves the room.
My Advisor Cockpit is built so we can’t see your clients’ information — not won’t, can’t. Everything you type about a client lives only in your browser. Client details stay in this browser only until you end the meeting or sign out (and never longer than 48 hours). They are never sent to our servers. The only thing our servers hold is your own advisor account.
- No client database — there is nothing to breach
- On-device memory, wiped when you end the meeting or sign out
- PDFs generate on your device and download straight to you
- Privacy by architecture, not by promise
- Client names & details
- FNA answers
- Live calculations
- Finished PDFs
- Your sign-in, encrypted
- Client names — never
- Financial details — never
- Generated PDFs — never
A meeting, start to finish — on one screen
01
Open a meeting path
Pick the conversation — family protection, first home, education — and the right deck is one tap away.
02
Show, don’t tell
Flip to a calculator mid-deck. Change one number and let the chart support the conversation.
03
Paperwork before they leave
Guided intake fills the FNA, disclosure, and reason-why letter. PDFs download before the handshake — not at 9 p.m.
Start free, keep it simple.
A 14-day free trial — no card needed, cancel anytime. Prefer to add a card now? The trial is the same 14 days. Either way, it costs less than a tenth of the stack it replaces.
- Run the whole meeting from one screen
- 22 decks · 18 calculators · 10 PDFs
- Client data stays on your device
- Cancel anytime
Early Access Individual
Billed $119.88 / year
No card needed · then $9.99/mo if you add one · cancel anytime
Free calculators
Six of the calculators from the app, free to use without an account. Nothing you type is saved or sent anywhere. See all free calculators
FHSA calculator 2026 — growth and tax refund
Growth toward a first home, plus the refund each contribution creates.
TFSA or RRSP? A side-by-side calculator
The same pre-tax money in each account, after tax, side by side.
RRSP and FHSA tax refund calculator (Ontario and BC, 2026)
The refund your RRSP and FHSA contributions create, Ontario and BC.
RESP grant calculator — CESG and BC grant
An RESP to age 18 with the CESG, catch-up and the BC grant.
The cost of waiting to invest
Start now vs start later — the gap in dollars.
Compound growth calculator (with fees)
A starting amount plus monthly savings, after fees.
Common questions
Straight answers on the workflow, the privacy model, and where this fits in your compliance world.
What does My Advisor Cockpit do?
My Advisor Cockpit gives licensed Canadian advisors one place to run client-ready presentations, live calculators, document workflows, uploaded PDFs, and the active meeting session.
Does client information leave my device?
No. Client details are kept only in your browser for the current meeting (until you end it, sign out, or 48 hours pass), and PDFs are generated on your device. Nothing about your clients is stored in our database or sent to a server.
What is stored in Supabase?
Only your own advisor account: your sign-in, name, MGA/company, province, phone, and your plan and billing status. Client names, financial details, meeting notes, uploaded PDFs, and generated forms are not stored there.
Can I use my own PDFs?
Yes. You can upload fillable PDFs, convert detected fields into cleaner controls, fill them client-side, and download the completed file. If a PDF has no fillable fields, the overlay editor can help place fields manually.
Is this tied to one MGA, carrier, or network?
My Advisor Cockpit is designed to stay carrier-neutral and advisor-controlled, so it can support independent licensed advisors across different business setups.
Does this replace compliance review or supervision?
My Advisor Cockpit supports meeting workflow and document assembly. Advisors still remain responsible for suitability, required disclosures, supervision, record-keeping, and any carrier or MGA process.
What happens if I clear the session?
Clearing the session wipes the active client details from the browser session. A durable copy only exists if you intentionally download a PDF or save a local .cockpit client file to your own device.
Can I use it during a live client meeting?
Yes. That is the core workflow: open the deck, run the numbers, complete the paperwork, and keep the meeting moving from one screen.
Built by a life-licensed Canadian advisor who got tired of running meetings across ten browser tabs.
Made for the way independent advisors actually work — kitchen tables, Zoom calls, and 9 pm paperwork.
Your next meeting could run like this.
Four tools’ worth of work for $9.99/mo — and you’ll be inside in under a minute.