For clients, MoneyBot creates a clearer way to understand their financial lives, receive ongoing guidance, and move important needs forward.
Explore MoneyBot for Clients
COMING SOON
MoneyBot is building one connected financial ecosystem for Canadians—bringing your financial picture, ongoing guidance, professional support, and the work that follows together in one place.
So you can understand where you stand, know what deserves attention, and move forward without repeatedly starting over.
Free for clients and advisors. Built exclusively for Canadians.01
MoneyBot brings together the information, goals, relationships, documents, and ongoing activity that shape your financial life.
So you can understand where you stand, see what has changed, and recognize what may deserve attention next.
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MoneyBot helps you ask better questions, understand what is changing, and see what may need attention next.
When professional advice or action is needed, the relevant context is already there to help you move forward.
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Build your financial team and involve the right professionals when you need them.
MoneyBot helps keep their advice, documents, conversations, and work connected to the reason they were brought in.
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Some financial needs involve several decisions, documents, people, and next steps.
MoneyBot keeps the conversations, responsibilities, and progress connected so the original need does not get lost along the way.
For advisors, it provides better context, stronger coordination, and a powerful, completely free platform for managing client relationships and professional work.
Explore MoneyBot for Advisors
Be among the first Canadians invited to experience a more connected way to understand your financial life, work with the right professionals, and keep important needs moving forward.