What We Do

We make it easy to introduce digital tools into the Advisor workflow.
To accelerate intimacy and credibility with Prospects and Clients.
Enabling Advisors to close more, faster.

  • Risk Profile & KYC

    Accelerate Client on-boarding and annual reviews with automated workflows for Risk Profiling and Know Your Client documents.

  • Reporting & Dashboards

    Reporting and dashboards that go beyond descriptive analytics to providing true context for decision making.

  • Financial Planning

    Scenario planning with holistic portfolio, expenditure and income events, producing meaningful growth and draw-down tables.

  • Data Cleansing & Analytics

    Provide access to accounts at thousands of institutions. Cleanse and analyze transaction data.

Accelerate Financial Reviews

The Four Eyes growth platform automates the discovery and annual review process. Get a detailed cash-flow and holistic portfolio analysis, in hours versus weeks. Track progress of Prospects or Clients through the discovery and review process with intuitive Advisor dashboards.

Compelling Call-to-Action

Create a compelling call-to-action within your marketing campaigns and quickly acquire hard to obtain information around Risk, Financial Goals, and Investment Data from all accounts.

Share Opportunities for Improvement

Accelerate credibility with Prospects and Clients by driving conversations around the top three opportunities for improvement. Contextual conversations built by layering Risk Profiles, Financial Goals, and Real-time Analysis of all accounts, including held away assets.

Gain Held Away Assets

Provide Prospects and Clients one view of all accounts, offering real-time updates on all their investments, even those you’re not managing. So that every second spent face-to-face is focused on meaningful conversations and decision making, versus data gathering. Add value immediately.


We believe technology should disappear into the fabric of everyday life.
That’s why Clients look for professionals who are powered by Four Eyes Financial.

Financial Advisor

$ 2,400

  • Lead Generation Management
  • Annual Review Management
  • Client Portal
  • Risk Assessments
  • Layered Portfolio Analysis
  • Financial Planning
  • Account Aggregation
  • Meeting Scheduling
Get Started

Powered by Four Eyes Financial

Price shown is based on an annual commitment


$ Call

  • Everything in Advisor plus:
  • Firm Dashboards
  • Compliance Dashboards
  • KYC Account Opening
  • Investment Policy Statements
  • Customized Workflows
  • Customized Forms
  • e-Signatures
Get Started


Our Brand Promise is to make it easy to introduce digital tools into the
Advisor workflow – so they can thrive in today’s digital economy.


1 Germain St. #300, Saint John, NB E2L 4V1


(+1) 506 650 7071



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