Built for Financial Advisors

Tired of Being Your Own Receptionist, Marketer, and IT Department?

Go from overwhelmed solo advisor to running a polished, professional practice — without touching the tech.

60 days at 50% off• No contracts • Cancel anytime
We set it up for you
No tech skills required
Real human support
Sound familiar?
Is your workflow chaotic?
Click me
Problem 1/6
Everything You Need

One Platform. Endless Possibilities.

Stop juggling a dozen different tools. CYA brings everything together so you can focus on what matters.

Smart Scheduling That Works for You

Keep Your Calendar Full

Let clients and prospects book time with you easily — on your terms. Control your availability, brand your booking link, and even collect payments upfront.

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CRM & Pipeline Management

Never Lose Track of a Lead

Get a bird's-eye view of your entire business. Automatically guide contacts through their journey — from first call to closing the deal.

New
12
Contact
8
Meeting
5
Closed
23

Bulk Messaging That Feels One-on-One

Reach Everyone Personally

Send texts or emails to hundreds of contacts in a few clicks. Personalize each message with names and details.

Template
SENDS AS
JM
Jessica M.
Hey Jessica! Reminder about your meeting on Tuesday, Jan 7th at 2:00 PM. See you soon!
Delivered
Perfect, thanks for the reminder!

Plan, Post & Track from One Place

Social Media Made Simple

Schedule posts, reply to comments, and see what's working — all from one dashboard. Set up automations to respond instantly.

Create Post
Schedule for later
Tomorrow
Next Week
9:00 AM
12:00 PM

Automation That Works While You Sleep

Put Routine Tasks on Autopilot

Automatic booking confirmations, meeting reminders, follow-ups, and reschedule links. Fewer no-shows, more peace of mind.

Example Workflow

Appointment Booking Sequence

Appointment Booked

Confirmation Email

SMS Reminder

24h

Wait

1h

Before

Client Prepared

Running 24/7

Unlimited Custom QR Codes

Your Brand, Everywhere

Create unlimited QR codes linking to your calendar, business card, promo pages, and more. Customize the design to match your brand.

Logo

Scanned!

→ yourwebsite.com

Automatic Missed Call Text Back

Turn Missed Calls into Clients

Missed a call? CYA instantly texts the caller with a friendly message. Keep the conversation going even when you can't talk.

Incoming Call...

Unknown Caller

Auto-Reply Sent!
"Hey! Sorry I missed you. How can I help you today?"

Sent instantly

Your Digital Hub Page

One Link for Everything

Share one link that shows everything — website, socials, booking calendar, latest offers. Perfect for your bio or business card.

Jessica Lee

Financial Professional

I help Canadians grow wealth, manage risk, and plan for the future with expert advice on investments, taxes, and retirement.

Josh Simon

Financial Professional

Helping individuals and businesses in Canada build wealth, manage risk, and plan for the future.

Website
Youtube
X-Platform
Facebook
Instagram

Unified Inbox for Every Channel

All Messages in One Place

SMS, email, Facebook, Instagram, Google Messages — all in one inbox. No more app-hopping or missed messages.

Unified Inbox
12 new

John via SMS

Thanks for the info!

2m

Sarah via Email

Quick question about...

5m

Mike via Instagram

Love your content!

12m

Lisa via WhatsApp

Can we schedule a call?

18m

Website Builder + Unlimited Hosting

Build Sites Without the Tech

Grab a professional template, drag, drop, and publish. Landing pages, full websites, funnels — all hosted free.

site-one.com
site-two.com
yourbusiness.com
Unlimited Hosting!

Custom Forms & Surveys

Collect Info the Smart Way

Build intake forms, questionnaires, or feedback surveys in minutes. Responses flow right into your CRM.

Client Intake
Type here...
Type here...
Type here...
Select an option
Investment Planning
Retirement Planning
Tax Strategy
Estate Planning
I agree to the terms

Thank You!

Thanks for reaching out! We'll get back to you as soon as possible.

Full Mobile App Access

Your Business in Your Pocket

Check your schedule, respond to leads, manage chats, and view your pipeline — right from your phone.

CYA Mobile

Good morning, Keith!

$47K

Pipeline

5

Appointments

12

Messages

8

Tasks

Recent Activity

New Appointment

Sarah booked for 2pm

Conversations

3 unread messages

SJ

Sarah Johnson

2m

Thanks for the info!

MC

Mike Chen

15m

See you tomorrow at 3pm

LB

Lisa Brown

1h

Can we reschedule?

JD

John Davis

3h

Great meeting today!

Limited Time Offer

Get 50% off your first two months!

*******

Tap to reveal

Simple, Transparent Pricing

No contracts. No hidden fees. Cancel anytime. Just powerful tools to grow your practice.

Essentials

Everything you need to capture and nurture your audience

$119CAD/month
  • Smart Scheduling & Calendar
  • Full CRM & Pipeline Management
  • Bulk SMS & Email Messaging
  • Social Media Planner
  • Workflow Automations
  • Missed Call Text Back
  • Digital Hub Page (Link-in-Bio)
  • Unified Inbox (All Channels)
  • Website Builder + Free Hosting
  • Custom Forms & Surveys
  • Unlimited QR Codes
  • Mobile App Access
  • Reputation Management
  • Documents & Contracts
  • Reporting & Analytics
Most Popular

Professional

For advisors ready to build a learning empire

$297USD/month
  • Everything in Essentials, plus:
  • Course Builder & Hosting
  • Community Platform (like Skool)
  • Certifications & Badges
  • Affiliate Manager
  • Quizzes & Assessments
  • Advanced Membership Sites
  • Priority Support

Questions? We're happy to chat.

Real Results

Trusted by Business Owners

See what our clients are saying about CYA

I really appreciate Keith and everything he brings to the table with the CYA CRM platform. The system itself is solid and exactly what I needed for my business.
Harjas Mann
Harjas Mann
Business Owner
Keith is an absolute pleasure to work with, makes the complex things very simple. 10/10 service would highly recommend for any business owner.
Gurkirat Baath
Gurkirat Baath
Business Owner
Keith from CYA has been absolutely amazing! He's always available, incredibly supportive, and goes above and beyond to help.
Joao Ribeiro
Joao Ribeiro
Business Owner
Working with CYA was an outstanding process and experience. They helped me a lot by going above and beyond.
Julian Zebibbo
Julian Zebibbo
Business Owner
Being an older person trying to learn new technology is challenging. The CYA team made it so much easier.
Antoinette Widdop
Antoinette Widdop
Entrepreneur
Keith and his team are the hardest working team in the business and deliver amazing results on a reasonable budget!
Lauro Chartrand
Lauro Chartrand
Business Owner
Working with CYA has been outstanding. They stand out for their professionalism and results.
Sarah Mitchell
Sarah Mitchell
Marketing Agency
Capture Your Adventures has been nothing short of outstanding. Their services go above and beyond.
Carver Lloyd
Carver Lloyd
Business Owner
For a long time I was looking for the right team that could capture my vision. CYA delivered exactly that.
Matthew Cheema
Matthew Cheema
Business Owner
I really appreciate Keith and everything he brings to the table with the CYA CRM platform. The system itself is solid and exactly what I needed for my business.
Harjas Mann
Harjas Mann
Business Owner
Keith is an absolute pleasure to work with, makes the complex things very simple. 10/10 service would highly recommend for any business owner.
Gurkirat Baath
Gurkirat Baath
Business Owner
Keith from CYA has been absolutely amazing! He's always available, incredibly supportive, and goes above and beyond to help.
Joao Ribeiro
Joao Ribeiro
Business Owner
Working with CYA was an outstanding process and experience. They helped me a lot by going above and beyond.
Julian Zebibbo
Julian Zebibbo
Business Owner
Being an older person trying to learn new technology is challenging. The CYA team made it so much easier.
Antoinette Widdop
Antoinette Widdop
Entrepreneur
Keith and his team are the hardest working team in the business and deliver amazing results on a reasonable budget!
Lauro Chartrand
Lauro Chartrand
Business Owner
Working with CYA has been outstanding. They stand out for their professionalism and results.
Sarah Mitchell
Sarah Mitchell
Marketing Agency
Capture Your Adventures has been nothing short of outstanding. Their services go above and beyond.
Carver Lloyd
Carver Lloyd
Business Owner
For a long time I was looking for the right team that could capture my vision. CYA delivered exactly that.
Matthew Cheema
Matthew Cheema
Business Owner
Reviews sourced from Google Business Profile

Let's Talk

Have questions? Want to see if CYA is right for your practice? We're here to help.

Real Human Support

We're a small, energetic team that actually cares about your success. When you join, you get more than software — you get a partner. We'll hop on calls, screen-share, and make sure you get the most out of CYA.

Free Onboarding Consultation

When you sign up, we'll book a free call to understand your business, your goals, and how to set up CYA in a way that actually saves you time and stress.