Hanna connects to your back-office, reads your firm's data, and gives your team a real-time picture of everything - clients, advisors, products, compliance, and cash flow - without exporting a single file.
What Hanna replaces
Firm-wide view
Live
Compliance posture
Proactive
Answers
Self-service
8,000+
Products mapped
25
CIRO checks automated
3
Core views: firm, advisor, client
0
Exports required
The problem
Not one big failure. Six small frictions that quietly consume the week.
Client work lives in the back-office. Documents live in email. KYC status lives in someone's head. Compliance is a folder on a shared drive. Advisor performance is a spreadsheet someone updates once a quarter. Getting a simple picture of your firm's health takes half a day and three phone calls.
Expired KYC shows up during a CIRO examination. Advertising compliance becomes a manual spot-check. Nobody knows what advisors are posting on their websites or LinkedIn until a problem shows up.
Every question becomes a task. AUM, expiring KYC, ranking against peers, product alternatives - the operations team has to stop and pull a report instead of moving the business forward.
You export from your core operating system, paste into a workbook, normalize the numbers, and hope they add up. By the time leadership sees the report, it is already out of date.
The honest truth
Your team is not the problem. The operating model is. Hanna is built to fix that.
What Hanna does
Connect. Sync. Ask. Done.
Not artificial intelligence as a detached assistant. Active Intelligence that stays inside the operating work, carries context forward, and helps the firm move.
Step 1
Hanna connects to the core systems your business already runs on. No migration. No rip-and-replace. Your data stays where it is.
Step 2
Hanna reads every client, account, advisor code, product holding, and KYC record. It resolves duplicate advisor codes, categorizes products, and tracks documents through review.
Step 3
Type a question in plain English. Ask about expiring KYC, total AUM, lower-cost product alternatives, or missing CIRO disclosures. Hanna answers from your real firm data.
Step 4
The system does not stop at the answer. It flags risk, routes work to the right person, pre-checks documents, and surfaces next actions before they turn into backlog.
What Hanna handles
"What does our firm look like right now?"
Real-time visibility into AUM, advisor performance, client segmentation, flows, redemptions, transfers, and product concentration. Before Hanna: a half-day of exporting and compiling. With Hanna: seconds.
Explore this workflow"Are we ready for the next CIRO examination?"
Hanna automates KYC monitoring, document workflow, examination readiness, and the audit trail so the compliance team can focus on the parts that still require human judgment.
Explore this workflow"What are advisors putting online?"
Hanna crawls advisor websites and social profiles, captures timestamped screenshots, extracts page content, and checks it against CIRO advertising rules on a schedule you control.
Explore this workflow"Is this the right product for this client?"
Hanna compares products on your shelf, surfaces lower-cost alternatives, and calculates the dollar impact for the client so advisors can document the suitability conversation properly.
Explore this workflow"I just want the answer. I do not want to export a report."
Ask questions in plain English across dealer intelligence, compliance, KYP, accounting, advisor operations, and leadership reporting. Hanna answers from the right data scope.
Explore this workflow"The spreadsheet is not going anywhere. Make it smarter."
For the work that still lives in Excel, Hanna brings Active Intelligence into the workbook itself. It builds the sheet, writes the formulas, creates charts, and explains the logic.
Explore this workflow"What do I do next for this client?"
Your own book dashboard, financial planning, CRM, documents, and inbox in one place. Hanna gives every advisor a self-service workspace so operations stops being the bottleneck.
Explore this workflowWhy firms trust Hanna
Deployed on Google Cloud in Toronto with Canadian data residency and a PIPEDA-aligned operating model.
Individual client data is fetched when needed and discarded after use. Hanna retains only the layers required to power the dashboard and workflows.
Hanna mirrors each user's VieFUND access, so what they can reach is governed by their back-office credentials - enforced where the data is retrieved, not just in the interface.
Auditability, encryption, chat isolation, rate limiting, and security testing are part of the operating environment.
Connected accounts
When you connect Gmail, Outlook, or your calendar, Hanna requests the narrowest access that makes the feature work — and uses it only inside your workspace.
Hanna's use of Google APIs follows the Google API Services User Data Policy , including the Limited Use requirements. Read the full Privacy Policy.
Who it is for
CEO gets a real-time firm overview. Compliance gets proactive KYC monitoring and document workflow. Advisors get self-service access to their own book.
Policy book dashboard, agent performance, premium trust reconciliation, commission reconciliation, and licensing support in one operating layer.
Multi-client workflow, tax prep support, document handling, time tracking, and correspondence management without disconnected follow-through.
Inventory visibility, floor plan interest tracking, deal jacket accounting, F&I product margin tracking, and compliance support.
A live view of your own book, planning and CRM that actually get used, and paperwork that signs itself off - so more of your week goes to clients, not tabs.
Connected ecosystem
Hanna integrates cleanly with the core operational platforms behind wealth management firms, insurance teams, and auto dealers, helping preserve data integrity, operational continuity, and compliance readiness.
Core operations
Back-office, policy, inventory, and dealer-management systems
Finance and reporting
Accounting platforms, spreadsheets, forecasting, and reconciliation workflows
Relationship management
CRM, pipeline, advisor, client, and agent workflows
Communication
Email, calendar, task, and team coordination systems
Documents
Document stores, shared drives, portals, and review workflows
Spreadsheets
Microsoft Excel native add-in
Commercial workflows
Payments, approvals, operational handoffs, and firm-level reporting
Final CTA
Your client records, advisor data, compliance files, and product shelf are already there. Hanna connects them in seconds, not months.