See Every Client's Complete Financial Picture On One Page
Create visual household maps with RRSP, TFSA, FHSA, RESP, Canadian pension plans, opcos/holdcos, and everything else U.S. tools get wrong – in under 10 minutes.
Mark
Engineer, BC Hydro · 52
$680,000
Sarah
Doctor, Vancouver General · 50
$732,000
Emma
Student · 22
Thomas
Student · 19
Mia
Student · 16
Holdco
$215,000
RRSP
$385,000
TD
TFSA
$95,000
TD
Life Insurance
$750,000
RRSP
$312,000
RBC
DB Pension
$420,000
RESP
$55,000
Home
$920,000
Mortgage
-$285,000
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/TFSA/FHSA, CPP/QPP/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
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 Built on Your Relationship Graph
Seven advisor-grade AI tools — not a generic chatbot
Entouragemap's AI reasons over the entire household and corporate graph — surfacing opportunities, modelling what-if scenarios, keeping the file current, and drafting client-ready documents in English or French.
More opportunities surfaced, less busywork — more revenue per client
Mark
Engineer, BC Hydro · 52
$680,000
Sarah
Doctor, Vancouver General · 50
$732,000
Emma
Student · 22
Thomas
Student · 19
Mia
Student · 16
Holdco
$215,000
RRSP
$385,000
TD
TFSA
$95,000
TD
Life Insurance
$750,000
RRSP
$312,000
RBC
DB Pension
$420,000
RESP
$55,000
Home
$920,000
Mortgage
-$285,000
Visual Household Mapping
See the whole picture in seconds
Every person, account, entity, pension, and insurance policy — organized visually on a single page. Drag nodes 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
Mark
Individual
Sarah
Individual
Family Trust
Trust—
Thompson Holdings
Holdco$215,000
Thompson Eng.
Opco$640,000
Maple RE Inc.
Real Estate$480,000
Map the Corporate Structure, Too
Holdcos, opcos, trusts — and who owns what
Go beyond the household. Map opcos, holdcos, family trusts and partnerships with ownership percentages, share classes, intercorporate dividends, and shareholder loans — the structures U.S. tools simply can't represent.
Have the corporate conversation with confidence — and spot tax-planning openings
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
Suggested initial contribution: 8,000 $
Obtain a TFSA statement for investment analysis
Obtain the projected amount at retirement for Carole's defined benefit pension
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, RRIF, LIRA. Full support for CPP/QPP, 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 — just high-level facts and estimates
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. 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?
Book a personalized demo and see Entourage Map in action.