Hanna is a sovereign, voice-driven operating layer for Canadian financial professionals. Digital workers run the operation, every recommendation is verifiable math, and compliance is built on the rules - configured to your regulator, your data, and your workflow.
What Hanna replaces
Operations
Digital workers
Decisions
Verifiable math
Compliance
Rule-grounded
Billions
AUA live in production
25
CIRO checks automated
5
Regulated personas, one engine
0
Rip-and-replace required
The problem
Not one big failure. Six small frictions that quietly consume the week.
Client work lives in the back-office. Documents live in email. KYC status lives in someone's head. Compliance is a folder on a shared drive. Advisor performance is a spreadsheet someone updates once a quarter. Getting a simple picture of your firm's health takes half a day and three phone calls.
Expired KYC shows up during a CIRO examination. Advertising compliance becomes a manual spot-check. Nobody knows what advisors are posting on their websites or LinkedIn until a problem shows up.
Every question becomes a task. AUM, expiring KYC, ranking against peers, product alternatives - the operations team has to stop and pull a report instead of moving the business forward.
You export from your core operating system, paste into a workbook, normalize the numbers, and hope they add up. By the time leadership sees the report, it is already out of date.
The honest truth
Your team is not the problem. The operating model is. Hanna is built to fix that.
The shift
Every financial firm runs on a small army of skilled people doing repetitive, deadline-bound, regulated work. Hanna inverts the model: the operation runs itself through automated flows and digital workers, surfaces what needs a human, and waits for your call. You stop being the workhorse and become the decision-maker.
One voice assistant does the work of ten skilled specialists - so a 20-person firm operates like 200.
Capacity without headcount. The same compliance rigor, the same client coverage, a fraction of the manual load.
Meet your digital workforce
Voice & conversational layer
Ask Hanna to pull a client's book, draft a suitability note, start a KYC renewal, place an outbound call, or report on the firm - by voice or chat. One assistant, the whole operation, hands-free.
Digital workers
Automated runners sync the book, monitor risk and quotas, refresh data on a daily window, and keep the lights on - with heartbeats, guardrails, and a human-in-the-loop for anything consequential.
Automated flows
KYC capture and renewal, KYP/CFR due diligence, report generation, e-signature routing, ticketing, and regulatory filing - assembled, tracked, and evidenced end to end.
Decision cockpit
Hanna surfaces what changed, what's at risk, and what needs sign-off - with the reasoning and the citation in view - so every decision is fast, informed, and defensible.
What Hanna handles
"What does our firm look like right now?"
Real-time visibility into AUM, advisor performance, client segmentation, flows, redemptions, transfers, and product concentration. Before Hanna: a half-day of exporting and compiling. With Hanna: seconds.
Explore this workflow"Are we ready for the next CIRO examination?"
Hanna automates KYC monitoring, document workflow, examination readiness, and the audit trail so the compliance team can focus on the parts that still require human judgment.
Explore this workflow"What are advisors putting online?"
Hanna crawls advisor websites and social profiles, captures timestamped screenshots, extracts page content, and checks it against CIRO advertising rules on a schedule you control.
Explore this workflow"Does this client hold a suitable, fairly-priced product - and can I prove it?"
Hanna compares products on your shelf and reviews each client's actual holdings against suitability, cost, conflicts, and the best approved alternative - then documents the decision as an exam-ready audit trail.
Explore this workflow"I just want the answer. I do not want to export a report."
Ask questions in plain English across dealer intelligence, compliance, KYP, accounting, advisor operations, and leadership reporting. Hanna answers from the right data scope.
Explore this workflow"The spreadsheet is not going anywhere. Make it smarter."
For the work that still lives in Excel, Hanna brings Active Intelligence into the workbook itself. It builds the sheet, writes the formulas, creates charts, and explains the logic.
Explore this workflow"What do I do next for this client?"
Your own book dashboard, financial planning, CRM, documents, and inbox in one place. Hanna gives every advisor a self-service workspace so operations stops being the bottleneck.
Explore this workflow"What is the book actually earning - and do the books agree with the back-office?"
Commissions and fees beside the assets, per advisor and dealer, with the firm's books reconciled against the back-office commission data automatically.
Explore this workflow"Generate it, get it signed, and file it - without three apps and a printer."
Template-driven document generation, grounded reports, client-intake forms, e-signature from your own mailbox, and a versioned encrypted file store - the whole document lifecycle in one place.
Explore this workflow"What if the recurring work just happened overnight?"
Scheduled and triggered AI workers that sync the back-office, watch KYC, pre-check documents, monitor advertising, and handle outreach - each one scoped, scheduled, and audited.
Explore this workflow"Can I run every client's books - and their tax - from one place?"
Multi-client bookkeeping, invoicing, and Canadian tax prep (T1/T2/T2125, GIFI, GST/HST) with a practice dashboard and cross-client optimization, all white-label per firm.
Explore this workflowVerifiable by math
This is the difference that matters in a regulated business. Hanna’s recommendations and economics are produced by deterministic, code-based engines - not a black-box model guessing. The AI helps you read and write; it never invents the numbers.
Why it matters
You can defend a number you can re-derive. You cannot defend a number a model "felt" was right. Hanna’s decisions are reproducible; the AI is a co-pilot, not the pilot.
Your rules. Your frameworks. Our engine.
Every Canadian financial professional answers to a different rulebook and runs a different workflow - yet everyone is sold the same rigid software. Hanna inverts that: a rules-as-data engine re-parameterizes one suitability, compliance, and operations core per channel, so the platform drops in on top of your existing book and back office and behaves the way your regulator and your process demand.
Onboarding a new firm or channel means editing rules and mappings - not forking the product. When the regulator changes the rules, the change is configuration.
Hanna integrates with the back office you already run, so the platform works on your real book - not a re-keyed copy. No migration, no rip-and-replace.
Canada-resident hosting, residency-preserving AI failover, and out-of-band continuity - so the answer to the data-residency question is always yes.
Same engine, different rulebook
The cockpit: book and portfolio intelligence, KYC/KYP, suitability, planning, client comms, and productivity - tuned to your dealer context.
The control plane: supervision, product-shelf gatekeeping, KYP/CFR, the compliance pipeline, and firm-wide intelligence. CIRO MFD philosophy out of the box.
Portfolio-level, fiduciary suitability anchored to the IPS: model portfolios, drift and rebalance, concentration and mandate fit.
Fund administration intelligence, reporting and filing, and product-governance workflows configured to the manager’s obligations.
Accountant Mode: a whole book of clients’ books - bookkeeping, invoicing, Canadian tax prep, and a practice dashboard - from one login.
Sovereign by design
Until now, Canadian firms had to bolt their regulated, client-sensitive operations onto legacy back-office software and foreign, one-size-fits-all SaaS - black-box, non-sovereign, and indifferent to Canadian rules. Hanna is the alternative.
Why firms trust Hanna
Deployed on Google Cloud in Toronto with Canadian data residency and a PIPEDA-aligned operating model.
Individual client data is fetched when needed and discarded after use. Hanna retains only the layers required to power the dashboard and workflows.
Hanna mirrors each user's VieFUND access, so what they can reach is governed by their back-office credentials - enforced where the data is retrieved, not just in the interface.
Auditability, encryption, chat isolation, rate limiting, and security testing are part of the operating environment.
Connected accounts
When you connect Gmail, Outlook, or your calendar, Hanna requests the narrowest access that makes the feature work — and uses it only inside your workspace.
Hanna's use of Google APIs follows the Google API Services User Data Policy , including the Limited Use requirements. Read the full Privacy Policy.
Who it is for
CEO gets a real-time firm overview. Compliance gets proactive KYC monitoring and document workflow. Advisors get self-service access to their own book.
Policy book dashboard, agent performance, premium trust reconciliation, commission reconciliation, and licensing support in one operating layer.
Multi-client workflow, tax prep support, document handling, time tracking, and correspondence management without disconnected follow-through.
Inventory visibility, floor plan interest tracking, deal jacket accounting, F&I product margin tracking, and compliance support.
A live view of your own book, planning and CRM that actually get used, and paperwork that signs itself off - so more of your week goes to clients, not tabs.
Connected ecosystem
Hanna integrates cleanly with the core operational platforms behind wealth management firms, insurance teams, and auto dealers, helping preserve data integrity, operational continuity, and compliance readiness.
Core operations
Back-office, policy, inventory, and dealer-management systems
Finance and reporting
Accounting platforms, spreadsheets, forecasting, and reconciliation workflows
Relationship management
CRM, pipeline, advisor, client, and agent workflows
Communication
Email, calendar, task, and team coordination systems
Documents
Document stores, shared drives, portals, and review workflows
Spreadsheets
Microsoft Excel native add-in
Commercial workflows
Payments, approvals, operational handoffs, and firm-level reporting
Final CTA
Your client records, advisor data, compliance files, and product shelf are already there. Hanna connects them in seconds, not months.