1-Click Follow-Up

Manage your contacts with ease.

Keep on top of your contacts and synced with your office while out on the road.


Cloud-Based Software

Access it from anywhere.

You never have to update your software. You can access your information from anywhere you have an internet connection, right at your finger tips.

100% Canadian

Canadian Hosting

Your data stays in Canada.

Your data is stored and secured on Canadian soil. Located in the beautiful Kelowna, British Columbia.

We have been nominated (finalists) for

Best Industry Service Provider, by WP Awards.

Stand up for equal access to financial advice.

Join other Canadians to ensure access to quality financial advice.

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Featured in LIMRA
"Technology Leaders" Report

Your CRM is an integral part of your business. Sticky Advisor makes it easy to see the whole picture with your clients. Our cloud-based software helps you maintain up-to-date records, track client communications, manage your calendar, create forms and surveys, organize client documents, set up automated messages, and much more.

Manage your business on the go, with Sticky Advisor your office is always with you.

Financial Advisor CRM Support - Limra Report - Sticky Canadian Advisors

We are loving Sticky. We seem to be always chaotic around here and sometimes the less complicated the better!

Jaime & Shane

Tracking client data, appointment notes, investment and insurance details are a breeze with Sticky Advisor! It’s online, easy to access and intuitive to use. The automatic contact and calendar sync to my smart phone makes life easy when I’m on the road!


I've had the opportunity to work with several different types of management databases and have found that each one had its "quirks" and fair amount of user unfriendliness. I was pleasantly surprised to find Sticky Advisor so easy to use, combined with timely feedback; it has definitely fulfilled our management needs.


Try it now

No risk, no commitment cancel anytime!

We stand behind our product so we want you to try Sticky Advisor for free. The first 30 days are on us, if you don't like it cancel your subscription. No hidden fees, no setup costs, no credit card required. Join the financial professionals from around the country, make your life easier, sign up for Sticky Advisor today!

If you have any questions, concerns, or simply just want to talk.

Send us an email.

Try Sticky Advisor for Free!