Solo advisor document workflow

Answers are general operational information only — not legal, tax, regulatory, clinical, privacy, immigration, or professional advice. Requirements vary by matter, client, and regulator.

Frequently asked questions

Which Hivi-X plan fits solo advisors?

Starter at $39 CAD/month includes 50 households, unlimited requests, and custom intake checklists. Professional at $59/month adds a branded client portal and unlimited households.

Can I build checklists myself?

Yes. Clone your Word checklist or start from the free Ontario KYC PDF. Hivi-X has no pre-loaded financial-planning template.

Do I need co-agent access as a solo advisor?

No. Co-agent workflows on Enterprise are for multi-advisor shops. Solo advisors use a single business account.

More Financial Planning guides

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