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Copilot

Built in Toronto. By Canadians. For Canadian Advisors.

Feature		Copilot
Origin
Built for	Canadian advisors	Microsoft 365 users
Head office	Toronto, ON	Redmond, WA
Meeting capture
Captures Microsoft Teams	Yes	Yes
Captures Zoom	Yes	Teams-only
Captures Google Meet	Yes	Teams-only
Conference into phone calls	Yes	Teams Phone only
VoIP softphonesZoom Phone, RingCentral, Telus, Rogers, Dialpad	Yes, natively	No
In-person mobile app	Yes	No
Activation	Per-user, no admin gating	Requires M365 + Copilot license
Integrations
Wealth CRMsWealthbox, Salesforce FSC, Maximizer, HubSpot	Native API	None
Conquest Planning	Native API	None
Push-to-CRM	One click	Manual copy-paste
Workflow
Smart client profiles	Yes	No
Pre-meeting emails	Yes	Generic Outlook drafting
Post-meeting follow-ups	Yes	Generic recap only
Advisor-tuned templatesPortfolio review, KYC, Life Design	Yes	Generic only
Canadian financial vocabularyTFSA, RRSP, FHSA, RRIF, LIRA	Tuned	Generic US English
Pages
Interactive client deliverables	Yes	No
Branded to your firm	Yes	No
Engagement analyticsopens, time, AI chat	Yes	No
Auto-attached disclosures + audit trail	Yes	No
Client-side AI chat	Yes	No
Coaching
Performance coaching	Open-ended, adaptive, self-learning	None
Pricing
Per seat / month	CA$79 annual / CA$89 monthly	US$30 Copilot license + M365 base
Total advisor software	One tool, one price	M365 + Copilot + CRM + transcription
Compliance
Standards	PIPEDA, OPC-aligned, CIRO-compliant	Generic enterprise compliance
Built for fiduciary work	Yes — designed for it	Built for general productivity
Consent tracking	Audit logged	Recording disclosure only
SOC 2 Type II	Yes	Yes
Canadian data residency	Yes	M365 multi-geo (manual setup)