A clearer view.
A more connected firm.
Connect the book, the business and the work awaiting review—so teams can ask better questions and coordinate the next step.
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- 01See the firm
- 02Review the evidence
- 03Coordinate the work
Dealer Intelligence
Bring assets, advisors, flows and revenue into one firm-level view, with the detail behind the headline numbers.
ExploreRevenue & Commissions
Bring revenue, commissions and payouts into a clearer view of your business. Follow the numbers back to the detail and see how the pieces fit together.
ExploreCompliance
A rules engine grounded in CIRO frameworks for mutual fund dealers and advisors helps your team stay ahead of reviews. Bring KYC deadlines, risk-band mismatches, social media and advertising review into view.
ExploreKYP & CFR Optimizer
Client Focused Reforms are built into Hanna’s foundation. Support Know Your Product and suitability reviews with CIRO-based rules, client context, product comparisons and a record of the advisor’s reasoning.
ExploreCRM
Client details, conversations and follow-ups, together. Start with the relationships that need your attention.
ExploreHanna Docs & Files
Work with your documents in natural language inside Files & Drafts. Ask Hanna to rework content, summarise it or convert supported files into an editable starting point.
ExploreChat
Chat does more than answer questions. Give Hanna a command to prepare a report, update connected work or trigger an automation. Review the proposed action and explicitly approve it before it runs.
ExploreConnect Microsoft 365 or Gmail to your CRM. Summarise email threads, prepare replies and automate follow-up with client-linked conversations and history trails.
ExploreCalendar
Use intelligent booking links with Google or Microsoft 365 calendars. Prepare meeting summaries from client context and automate activity updates and follow-up in the CRM.
ExploreReports
Turn analysis and working information into a report your audience can follow, then review the detail before sharing.
ExploreAutomations
Set up repeatable workflows for the work that comes around again. Keep triggers, permissions and human checkpoints clear.
ExploreSurveillance
Help the team organise potential conduct concerns and inspect the evidence behind a finding.
ExploreTHE 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.
Your book across Canada
Dealer compliance
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.
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