See Every Client's Complete Financial Picture On One Page
Built for Canadian advisors. Create visual household maps with RRSP, TFSA, FHSA, RESP, RRQ, RREGOP, holdcos, and everything else U.S. tools get wrong — in under 10 minutes.
Sound Familiar?
"Where did I save that statement?"
Client data scattered across emails, PDFs, and CRM fields. You spend more time hunting for information than advising.
"What do they have elsewhere?"
Outside assets stay invisible. You know they exist — self-managed accounts, assets with another advisor — but tracking them feels awkward.
"Can you explain that again?"
Meetings drift into re-explanations. Clients can't visualize their situation, so decisions stall and follow-ups multiply.
"This tool doesn't speak Canadian"
U.S.-built software gets RRSP/CELI/CELIAPP, RRQ/OAS, RREGOP, and holdco/opco structures wrong — or skips them entirely.
One Page. Complete Clarity. More Business.
Entouragemap creates a visual snapshot of your client's entire household — people, accounts, entities, pensions, insurance — in about 10 minutes. No complex projections. No heavy planning engine. Just a clean map you can use in meetings, print for the file, or share with clients.
Features That Make You Money
Visual Household Mapping
See the whole picture in seconds
Every person, account, entity, pension, and insurance policy — organized visually on a single page. Drag cards to match how your client thinks. Spot gaps instantly: no TFSA for spouse, no RESP despite kids, no insurance on the main earner.
Walk into every meeting prepared and leave with a clear action plan
FHSA eligible for Emma
Emma is 19 years old and is eligible for an FHSA. Contribution max: $8,000/year
External assets detected
Self-managed account mentioned: ~$75,000 at Wealthsimple
Unused TFSA room
Sophie: $25,000 of available room
Marc's Parents
No information on the parents' investments. Estate planning?
AI-Powered Opportunity Finder
Let AI find your next conversation
Our AI analyzes each household map and flags opportunities you might miss: accounts held elsewhere, a child over 18 who qualifies for an FHSA, insurance gaps, corporate cash sitting idle, and more.
More opportunities surfaced = more revenue per client
Outside Asset Tracking
Surface "held elsewhere" without the awkwardness
Flag accounts as "Outside Assets" and tag them as self-managed or with another advisor — complete with custodian and ballpark balance.
Consolidation conversations that feel helpful, not pushy
Client Data Collection
Let clients do the data entry
Send a secure link and let clients enter their own information — on their phone, tablet, or computer. You get notified when they're done.
Cut data-gathering time by 80% and start meetings ready
Open an FHSA for Emma
Suggested initial contribution: 8,000 $
TFSA at IA
Obtain a TFSA statement for investment analysis
Pension Verification
Obtain the projected amount at retirement for Carole's defined benefit pension
Review Disability Coverage
Current coverage sufficient ✓
Color-Coded Task Tracking
Clear next steps, every time
Every meeting ends with a tight action list: "Confirm if there's a TFSA elsewhere," "Get corporate statement," "Review disability coverage."
Nothing falls through the cracks — clients notice the follow-through
Canadian-First Design
Finally, software that speaks Canadian
Proper labels for RRSP, TFSA, FHSA, RESP, CELI, CELIAPP, REER. Full support for RRQ, OAS, RREGOP, and other Canadian pension types. Holdco/opco corporate structures that actually work.
Clients see familiar terms, you look polished and professional
Your Brand, Front and Center
Add your logo to the dashboard for a white-labeled client experience. When clients log in to view or update their map, they see your brand — reinforcing trust and professionalism at every touchpoint.
The Numbers Advisors Care About
Why Advisors Choose Entouragemap
- Faster discovery: Confirm facts live, spot gaps instantly, capture the whole household in one intake
- More revenue: AI surfaces business opportunities you'd otherwise miss — FHSA openings, insurance gaps, outside assets to consolidate
- Better meetings: Clients "get it" when they can see it — fewer re-explanations, faster decisions
- Team consistency: Anyone can open the map and know the household in seconds
- Compliance-friendly: Export dated PDFs showing what you knew, what you recommended, and what changed
- No sensitive data required: No account numbers, no SINs, no client emails — just high-level facts and estimates
Trusted by Canadian advisors
See why financial professionals across Canada choose Entouragemap.
“Entouragemap completely changed how I run discovery meetings. I can see everything about a household in seconds, and my clients love the visual approach.”
“The AI opportunity finder alone has paid for the subscription ten times over. It catches things I would have missed — like FHSA eligibility for clients' adult children.”
“Finally, a tool built for Canadian advisors. No more explaining what a TFSA is to American software. Everything just works the way I expect.”
Frequently asked questions
Everything you need to know about Entouragemap.
Entouragemap is a visual household mapping tool built specifically for Canadian financial advisors. It lets you see every client's complete financial picture — accounts, insurance, pensions, entities, and more — organized on a single page.
Still have questions? Contact us or view all FAQs
Privacy By Design
Entouragemap doesn't need sensitive information to work. No account numbers, no SINs, no client email addresses. Just ballpark balances and high-level facts. Your clients' privacy is protected, and you stay compliant.
Ready to take your business to the next level?
Join the waitlist for early access.