Join the Pre-Sale

Save time (which we all know is money) and improve efficiencies for you and your team.

Streamline your client journey, including onboarding, in a way that grows your business and engages clients.   

Add consistency to your conversations and important business processes that add value for your clients and your team.

$499 annual fee for the first 500 advisors!

For MGAs, dealers and other distributors with large groups of advisors (25+), contact us for pricing.

For a limited time during this pre-sale, you receive a $100 discount on your Mycentsability annual fee, with no renewal date set until our launch.

When we launch (estimated June 15), you will receive:

  • Access to two CE-accredited online courses - accredited by CIRO (Ethics), MFDA (Business Conduct - Ethics) and FP Canada (Financial Planning)

    • Your Professional Obligations

    • Ethics and Communication

  • Your own unique link for your clients to access Mycentsability

  • Monthly engagement reports 

    • These reports support your compliance program AND we don’t collect any of your clients’ personal information 

  • The Mycentsability marketing kit - we give you all the words and information you need to integrate Mycentsability seamlessly into your processes 

  • Access to Mycentsability workbooks that support you, your team and your clients 

    • Decision-Making Guide 

    • Annual Learning Plan 

    • Documentation and Delegation Re-Imagined 

    • Client Note-Taking Guide 

  • Exclusive access to the Mycentsability advisor community and more great courses and workbooks in development

It just makes sense to use us.
See what we did there?