Setup & Support

Setup & Support

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Get the Support you Need for a Smooth and Simple Setup

We assist you every step of the way — from the initial setup to any ongoing requirements or questions. Ensuring that your business remains uninterrupted during the onboarding process is one of our key goals.

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Every one of our clients is assigned to an expert from our Canadian-based Advisor Success Team. We will work with you to understand your unique migration needs and develop a specific conversion or implementation plan.

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Our intuitive and user-friendly interface reduces employee ramp-up and adoption time.

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Most tasks require almost no training with the majority of users comfortably navigating the platform within minutes.

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Simplifying the Transfer Process

Your existing files and records can be transitioned to AdvisorConX effortlessly with the help of our SmartScan engine and digital migration tools.

If your data exists in non-standard formats or in older systems, we also offer more custom conversion assistance through our AX4U Services Team. We will help develop a business transition plan tailored to your exact needs, which can include:

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Uploading some of the data to AdvisorConX using ad hoc and one-time digital tools

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Implementing business processes to migrate the data only when necessary

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Maintaining some of the historic data in its current format, but building access methods if needed

Ongoing Support

AdvisorConX has been developed and is supported by the team that has created back-office digital processing and automation for Canada's largest insurance and wealth managers for more than 20 years and we’ll be there for you throughout your AdvisorConX journey.

Your Advisor Success Team will stay in close contact throughout your start-up period, but also going forward to ensure you are getting to most out of AdvisorConX. And of course, if you run into any difficulties our technical support resources are standing by to assist.

But our ongoing support doesn’t stop there. AdvisorConX was built by Advisors for Advisors When you join the AdvisorConX community, you are joining a passionate and diverse group of independent Canadian insurance and wealth advisors that are at the core of AdvisorConX’s success . This community of Advisors has served as a fundamental part of the development process from the very beginning, and we remain intimately connected to our users. We are constantly seeking feedback on improvements and new features our Advisors would like to see, listening, learning and incorporating your feedback to ensure AdvisorConX remains relevant, innovative and agile.