All-in-One
Everything Your Practice Runs On. One System.
No more stitching together a CRM, a notetaker, spreadsheets and shared drives. It's all here, connected and secure.
Opportunities & PipelineEvery new relationship tracked to close.
Households & RelationshipsFamily members, accounts and connections together.
Client Intake FormsOne intake builds the household for you.
KYC & Review DatesPre-filled from intake, with sign-off recorded.
Client ReviewsAgenda, current KYC and open items, prepped.
AI Meeting Prep & DebriefBriefs before, notes and updates after.
Compliance & Audit TrailEvery change logged, signed records protected.
Outlook & TeamsEmail, calendar and meetings, captured natively.
DocumentsStatements and forms stored with the household.
Dashboards & ReportingBook of business, reviews due and pipeline.
Meeting Intelligence
Walk In Prepared. Walk Out Updated.
Before every client meeting, a brief built from the household, KYC and history. After it, a debrief with KYC and task updates ready for your approval.
Before: A Brief That Knows the Household
CRM LaunchpadAfter: Updates Written Back, With Your Approval
Why Pay Twice?
Meeting AI Shouldn't Be Another Subscription.
Many advisors pay an extra monthly fee per user for AI meeting prep and notes, on top of their CRM license, and then copy the results back by hand. With CRM Launchpad, it's built in and lands in the client record.
The Connected Advisor Process
Enter It Once. It Flows Everywhere.
Click each step to see how one household moves through the Launchpad.
Opportunity
Every new relationship is tracked from the first conversation, with potential assets, stage and a clear next step.
Flows into: Intake FormMorrison household · Consolidate accountsReferral from existing client · Opened Sep 22
● On trackPotential AUM
$1.2M
Stage
Discovery
Probability
60%
QualifyDiscoveryProposeOnboard
Next stepSend intake form to David & Priya
Send intakeClient intake · Morrison householdCompleted by client · Oct 2
Sections complete5 of 5
PrimaryDavid Morrison, 52
SpousePriya Morrison, 49
Dependants2
GoalRetire at 62
Accounts to transferRRSP, TFSA, Non-registered
Documents4 uploaded
Household, contacts and accounts created automatically from the intake.
KYC · David MorrisonCurrent
Risk tolerance
Medium
Time horizon
10+ years
Next review
Oct 2027
PRE-FILLED FROM INTAKE
EmploymentEngineering manager
Investment knowledgeGood
ObjectivesGrowth with income
Advisor sign-offSigned Oct 6
Annual review · Morrison householdThu, Nov 12 · 2:00 PM · 60 min
Prep readyHousehold AUM
$1.84M
KYC status
Current
Open items
2
RECENT ACTIVITY
MeetingPortfolio check-in with David and PriyaSep 18
CallPriya mentioned a new role at workOct 6
EmailSent TFSA contribution summaryOct 29
TaskCollect updated beneficiary formsDue Nov 10
REVIEW AGENDA• Progress toward retiring at 62• TFSA contribution room for 2027• Confirm KYC details are still accurate
Suggested updates from the reviewWaiting for your approval
KYCUpdate Priya's employment: started new role"I actually moved to a director role in September."
TASKPrepare TFSA contribution planDue Nov 20 · Advisor
KYCFlag risk tolerance for discussionMentioned wanting less volatility
Save 2 changes
Audit trail · Morrison householdLast 30 days
Nov 12KYC employment updated (AI suggestion, approved)J. Advisor
Oct 6KYC signed offJ. Advisor
Oct 6KYC reviewed by complianceCompliance
Oct 2Intake submitted by clientClient portal
Only Compliance can edit or delete signed KYC records.
Why Advisory Practices Choose CRM Launchpad
Truly All-in-OneEvery part of the practice in one connected system, from first meeting to compliance.
Secure in MicrosoftSensitive client information stays in your own Microsoft environment, under the security you already run.
AI Built InMeeting prep, debriefs and KYC updates included, not bolted on for an extra fee.
Dedicated Success ManagerYour dedicated expert understands advisory practices and keeps your CRM improving.
"The biggest difference is that they understand what we are looking for and give us a leg up on our industry."Grant White, Investment Advisor, Endeavour Wealth
FAQ
Advisor Questions.
Can our client data stay in Canada?
Yes. Your environment and AI resources can be set up in Canadian Microsoft regions, with client records kept in your own Dynamics 365, Dataverse and SharePoint environment.
Does it support Canadian privacy requirements like PIPEDA?
Yes. Amplify commits contractually to applicable Canadian privacy laws, including PIPEDA. Provincial requirements, such as Quebec Law 25, are addressed based on your jurisdiction and setup, and we can support your privacy impact assessment with documentation of data flows and controls.
Is the AI meeting prep and debrief an extra subscription?
No. Meeting prep and debriefs are built into CRM Launchpad for Financial Advisors, so there's no separate notetaker to license, and updates are written back to the household, KYC and tasks after you approve them.
How are compliance and audit handled?
Every change is logged with who made it and when. Security roles control who can view, edit or delete sensitive records like KYC, and audit logs can be made available to support compliance reviews.
Does it integrate with financial planning and portfolio tools?
Yes. CRM Launchpad can connect with planning, portfolio and document tools to bring financial data into the CRM. Talk to us about the specific systems your practice uses.