They find you
Your site is written, live and public from day one, so it earns the click your competitor is currently taking.
One subscription. The website that wins the enquiry and the system that keeps the client.
Be the ONE they find first.
Your website, client records, follow-ups and newsletters run on one system, from one login, on one bill. It arrives already written for your market.
One connected platform
Hosting and SSL included
Cancel anytime
Help from real people
Choose your starting point
Start with a version that already understands your business.
The platform is shared. The website, its starter content and the meeting form are written for your market.
Insurance / Financial edition
Built for advisers who manage relationships, not transactions.
Present your advice clearly, capture qualified enquiries, and keep every policy review, renewal and client follow-up on a dated list instead of in your head.
- Insurance and planning starter pages, articles and six calculators
- Enquiry forms linked to the client record
- Review and renewal follow-ups; yearly reminders on Platinum
yourname.247advisers.com
Insurance and financial advice
Advice that keeps pace with your life.
Clear guidance on protection, retirement and investments, with regular reviews when circumstances change.
Life insuranceCover that fits
RetirementA plan you can follow
ReviewsKept up to date
One record, start to finish
From a stranger on your website to a client you keep.
No exporting, no retyping, no second subscription. The record created when someone fills in your form is the same record you are still working from three years later.
The enquiry lands
The website form creates a record in your client list in your client list the moment it is submitted.
You follow up
Follow-ups carry a name, a reason and a date, so the next call is decided before you sit down to make it.
They become a client
Notes, account type, meetings, campaigns and — on Platinum — the client portal and their invoices hang off one record.
They stay
Newsletters, campaigns and review reminders keep you in front of them between meetings, which is where most advisers quietly lose people.
Before you change a thing
Nothing starts from a blank page.
Your site arrives with the writing already done for your market. From there it is four moves, and not one of them waits on us.
The pages are already written
Real starter content for your market, in the language you already use. Your move: rewrite any of it in the page builder.
The article library is real
A Resources section of genuine articles, not headings with placeholder text underneath. Your move: add your own.
The meeting form fits your market
A “Request a Meeting” form worded for the work you do, wired into your client records. Your move: reword it, or bring your clients across.
The Canadian calculators are in place
Mortgage payment, affordability and land transfer tax by province on a mortgage site; retirement, savings and RRSP-or-TFSA on an advice site. Any of the fourteen can be added to any page. Your move: point your own domain at it and go.
Packages compared clearly
Pay for the level of relationship management you need.
Every package includes the foundation. Gold adds richer communication tools; Platinum adds the daily assistant, portal and invoicing.
| Included | Silver $40 / month or $400/yr (two months free) + $150 one-time setup |
Gold
$60 / month
or $600/yr (two months free)
|
Platinum
$90 / month
or $900/yr (two months free)
|
|---|---|---|---|
| Self managed instant website with full content | |||
| Automated lead generator | |||
| Calendar scheduler | |||
| Daily follow-up reminder email | |||
| Mobile SMS reminder (not yet available) | — | — | — |
| Pre-designed e-card | — | ||
| Pre-designed e-letters | — | ||
| Automated marketing campaign | |||
| Contacts | 500 | Unlimited | Unlimited |
| Pre-formatted website design | |||
| Create and send newsletters | |||
| Support by phone, email and portal tickets | |||
| File upload capacity | 50 MB | 500 MB | 1000 MB |
| Multi domain support | 2 | Unlimited | Unlimited |
| Call-to-action sections with your own button text and link | |||
| Built-in SEO and sitemap | |||
| Request meeting form with email function | |||
| Import contact list from Outlook | |||
| Email delivery tracking | |||
| Website analytics | |||
| Custom web pages | |||
| Social posts: draft and track | |||
| Social links on your website | |||
| Website menu editor (3 levels) | |||
| Testimonial manager | |||
| Content in any language | |||
| Website leads inbox | |||
| Blog on your website - publish your own articles | — | — | |
| Pay Now link on client invoices | — | — | |
| Client invoicing and estimates | — | — | |
| Client portal (login, messages, documents, appointments) | — | — | |
| Google Calendar two-way sync | — | — | |
| Client life-event reminders (birthdays, renewals, anniversaries) | — | — | |
| Poll and survey builder | |||
| Lead magnet download block | |||
| AI daily assistant digest | — | — | |
| Custom form builder | |||
| Team member logins | — | 2 | 5 |
| Get started See a Silver site first | Get started See a Gold site first | Get started See a Platinum site first |
Canadian dollars before applicable tax.
Why businesses move to IPRO
One provider. One login. One number to call when something breaks.
IPRO has built websites and business tools for Canadian professional-service firms since 2014. That is the whole pitch: instead of a web designer, a spreadsheet and a mail tool that do not speak to each other, there is one system, one place to ask and one number to call: 1-416-363-2220.
Established Canadian experience
Websites and business tools since 2014Your website, hosting, client tools and support stay with one team. There is one place to ask questions, one system to learn and no chain of unrelated vendors to coordinate.
Your data leaves as easily as it arrives
Import the records you have, work from them here, and export them any time your account is open — no hostage-taking on the way out.
Hosting and SSL are ours to worry about
You point your domain at us once; the certificate and its renewal are part of the subscription.
Nothing starts from a blank page
Your site launches with written pages, a Resources library, a “Request a Meeting” form, plus Canadian calculators on the financial editions.
Nothing to adjust for the border
No line to correct before it reaches a client.
Get in touch
Look at it first. Decide after.
The preview needs nothing from you but a name, a business name and a market, and it runs on its own. For the questions that come after — packages, domains, moving your records over, or how a team would work — email us and a person answers.
Free website previewSee your market, business name and starting content.
Sales and setup questionsPackages, domains, migration and multi-agent options.
Existing customer supportTraining, billing and technical help.
Start with the previewIt needs a name, a business name and a market, and it runs on its own — nothing to book and nobody to wait for.
Build my free preview
Questions first?Packages, domains, moving your records across, or how a team would work — email support@iproadvisers.com.
Or create an account now