Canadian by design
Canadian regulatory requirements, tax guidance and Client Focused Reforms shape the way Hanna connects planning, advice and compliance.
HANNA FINANCIAL ACTIVE INTELLIGENCEHanna does the work.
Hanna does the work.
You make the decisions.
Your AI-native digital worker for planning, CRM, documents and connected intelligence. Give Hanna an assignment. Review the result. Decide what comes next.
Insights. Automation. Human in the loop.
Built for Canada
Built for Canada Access that follows your role Connected workflows
HANNA FINANCIAL ACTIVE INTELLIGENCEGive Hanna the context.
Discuss your integration and task
Give Hanna the context.
Give Hanna the task.
Connected intelligence across the work your firm already does. Bring the client background, the documents and the next steps into one working conversation.
Start with the work.
Prepare for a client meeting. Explore a planning scenario. Organise the follow-up.
Keep the team connected.
Bring the relevant information into the review, with each person contributing their expertise.
Decide what comes next.
Review Hanna’s preparation and apply your judgment before taking action.
CANADIAN RULES. BUILT INTO THE FOUNDATION.Stay ahead of the review.
Stay ahead of the review.
Keep the client first.
Hanna is built around Canadian regulations and tax guidelines. CIRO rules and frameworks for mutual fund dealers and advisors form the basis of its compliance rules engine, helping your team spot what needs attention before it becomes overdue.
Know what needs attention
Surface KYC records approaching their review or expiry date. Flag risk above a client’s recorded tolerance so an advisor can assess the mismatch and follow up.
Numbers you can check
Financial calculations use verifiable mathematics, with inputs, assumptions and methods that support checking derived figures. Audit trails help make the work and review traceable.
- 01Check the rules
- 02Flag the concern
- 03Review & record
Built to support proactive oversight. Advisors and firms remain responsible for their decisions; accurate inputs and human review still matter.
Explore our Canadian foundationA file tells part of the story.
Hanna connects the dots.
A one-off AI conversation starts with what you upload. Hanna brings available client records, plans, documents and workflows into view.
A one-off file upload
A document, out of context.
You piece together client details across systems.
It’s harder to see the full picture.
Follow-through depends on manual handoffs.
A connected workspace
Available client records, conversations, plans and documents in one place.
See the full picture, with helpful context.
Take the next step, with review built in.
More time for meaningful conversations.
01
Bring the context
Clients, plans and documents.
02
Ask a useful question
A clearer picture of the work.
03
Choose the next step
Review the evidence. Stay in control.
HANNA FOR iPHONE & iPADYour workspace.
Your workspace.
With you.
Stay in touch with Hanna through the iPhone and iPad companions, alongside your main app. She keeps working while you focus on serving your clients.
One main app. Connected companions.
Ask about the companion apps An active subscription to the main Hanna app is required. The iPhone and iPad companions cannot be subscribed to separately.
THE REAL WORKSPACEYour day.
Your day.
A view that feels right.
Light or dark, the same connected workspace. Take a look at the advisor’s activity screen in both modes.
HANNA DOCS · IN FILES & DRAFTSYour words.
Your words.
A document that works.
Tell Hanna what you want to change. Rework a draft, summarise a long document, or convert supported files into something you can edit. Keep refining in natural language, then review the result.
01
Bring your document
Choose a file or a stored document.
02
Say what you need
“Make this a clear one-page summary.”
03
Review the result
Refine, convert and keep working.
MEET YOUR CONNECTED WORKSPACEOne place.
One place.
A better working day.
Start with the work in front of you. Each module brings a useful part of the picture into focus.
CRM
Know who needs you next.
Client details, conversations and follow-ups, together. Start with the relationships that need your attention.
- 01Client context
- 02Priorities
- 03Follow-up
- See your next follow-ups and KYC priorities
- Move opportunities through a clear client pipeline
- Keep notes and activities close to the client record
Who should I follow up with this week?Start with a useful question.
THE FIRM VIEW, IN PRACTICESee the book.
See the book.
Focus the review.
Explore dealer intelligence, suitability exceptions and compliance priorities in the actual demo workspace.
Dealer intelligence
Your book across Canada
Dealer compliance
A SHARED PICTURE. A USEFUL VIEW FOR EACH ROLE.Close to each client.
01 / FOR ADVISORSClose to each client.
Clear across the firm.
Make your next
conversation count.
Your relationships, plans and paperwork, with the background close at hand.
Explore your workspace 02 / FOR FIRMSSee the business
behind the book.
Firm intelligence, revenue and review workflows, with detail you can explore.
Explore the firm viewOVERSIGHT, WITH CONTEXTBring the evidence
Bring the evidence
into the review.
Surveillance and communications monitoring help organise potential issues. People assess the context, coverage and next step.
SurveillanceExplore the review workflowSocial media & advertising complianceExplore the review workflow
Availability and channel coverage depend on your deployment.
YOUR DATA DESERVES A CLEAR HOMEBuilt for work here.
Built for work here.
Hosted here, with care.
Hanna is hosted in Canada as standard. Canadian regulations and tax guidelines shape the app from the ground up, with audit trails and verifiable financial calculations at the heart of trust.
Explore trust & securityA FEW GOOD QUESTIONSLet’s clear
Let’s clear
things up.
How is Hanna different from uploading a file to AI?
A file conversation works with the context you provide. Hanna brings enabled records and workflows into a shared workspace, so you can ask within the available context and continue the work. It does not mean that every source is connected automatically or that AI output needs no review.
Can I subscribe to the iPhone or iPad app on its own?
The iOS apps are companions to the main Hanna app. An active main-app subscription is required; the companions are not available as standalone subscriptions.
Can we start with the modules we need?
Yes. Start the conversation with the workflows your team needs most. Available modules, integrations, onboarding and pricing are agreed for your deployment.
Does Hanna replace an advisor or compliance officer?
No. Hanna supports professional work. Advisors and firms remain responsible for advice, suitability, approvals and regulatory obligations. Check the information and review consequential actions.
Is Canadian hosting standard?
Yes. Hanna is hosted in Canada as standard. Your service agreement documents the full processing path, including AI services, backups and any optional integrations.
Can I see the real product?
Yes. The module pages include actual screenshots from the local demo where available, clearly labelled as synthetic data. A guided demo can show the workflows relevant to your firm.
A MORE CONNECTED DAYLet’s make room for
Let’s make room for
the work that matters.
Take a guided look at Hanna, from the first client question to the next step.
See Hanna in action