Cloven isn’t just another CRM—it’s the award-winning tool trusted by top financial advisors across Canada. Recognized by the 2024 Globe and Mail and the WPA Excellence Award, we help you scale your business with ease and confidence. Let Cloven power your growth and put you in the driver’s seat of success. #ClovenCRM #FinancialAdvisor #ClientProfiles #InvestmentStrategy #FinancialAdvisorCRM
Cloven
Software Development
Toronto, Ontario 100 followers
CRM + Productivity Suite for Canadian Financial Advisors | A single spot for all client info to simplify your day-to-day
About us
Cloven is an industry-proven CRM + Productivity Suite for Canadian Financial Advisors. Cloven's all-in-one-place solution includes: Centralization of ALL Client Info For each client, quickly see their household, contact, and business relationships, their in-force insurance and/or investments, notes on previous interactions, and even email communication (integrated directly with O365 and GSuite). *This becomes a bonus for meeting compliance requirements. **This becomes a DOUBLE bonus if you're looking to sell your business. Opportunity Identification Cloven intelligently identifies opportunities such as annual reviews for your investment clients, term life policy renewals or even critical age milestones within your client base. Get smart reminders and quickly action with pre-built email templates. Productivity Suite Save costs and simplify your tech stack with Cloven's Productivity Suite. These suite includes E-Signature, Calendar Booking, Social Media Manager, Onine Forms Creator and more. All this is integrated with Cloven (out-of-the-box) and included at *NO EXTRA COST* We understand the day-to-day challenges you face and we know that the demands of the industry are complex, no matter if you are a life insurance advisor, investment-specific advisor, group benefits advisor, financial planner or multi-advisor team. We’re taking the time to understand your experience so we can provide meaningful solutions that improve your client relationships. Cloven is rooted in the success of our industry-leading CRM for Mortgage Brokers, BluMortgage.
- Website
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https://cloven.ca/
External link for Cloven
- Industry
- Software Development
- Company size
- 2-10 employees
- Headquarters
- Toronto, Ontario
- Founded
- 2014
- Specialties
- customer relationship management, fintech, financial advisors, crm, automation, productivity, life insurance, investments, group benefits, and integration
Updates
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Think CRMs are only for big firms? 🤔 Think again! Cloven CRM is built for financial advisors at every level, helping you save time, stay organized, and elevate your client relationships. Experience how Cloven makes managing your business effortless—start your account today! #ClovenCRM #FinancialAdvisor #ClientProfiles #InvestmentStrategy #FinancialAdvisorCRM
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Want to take your client management to the next level? With Cloven, you can build detailed client profiles—add notes, map relationships with other clients and COIs, upload emails, documents, and so much more! 💼 Stay organized and keep everything you need in one place. Start building with Cloven today! #ClovenCRM #FinancialAdvisor #ClientProfiles #InvestmentStrategy #FinancialAdvisorCRM
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Ready to transform your client management? Unlock a free Cloven demo account today by entering your details on our website! Explore intuitive features, seamless data imports, and see how Cloven CRM can elevate your business—no strings attached. Try it now and experience the future of financial planning! #ClovenCRM #FinancialAdvisor #ClientProfiles #InvestmentStrategy #FinancialAdvisorCRM
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Know a mortgage broker who needs a better CRM? Refer them to BluMortgage, our sister company, and earn a $250 Amazon gift card while they get a $250 subscription credit! 📝 Simply fill out the form on BluMortgage’s website or email sales@blumortgage.ca. 📅 Valid from Jan 1 to March 31, 2025. Start referring today! 🌟 #ClovenCRM #FinancialAdvisor #ClientProfiles #InvestmentStrategy #FinancialAdvisorCRM
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Do you know a financial advisor who needs a CRM that works as hard as they do? Refer them to Cloven and enjoy a $250 Amazon gift card while they receive a $250 subscription credit. It’s our way of saying thanks for spreading the word! ✨ How to enter: ➡ Complete the referral form on our website ➡ Or provide a mutual introduction to sales@cloven.ca 📅 Promotion valid from Jan 1 to March 31, 2025. Don’t wait—start referring today and let’s make everyone’s workflow stronger! #ClovenCRM #FinancialAdvisor #ClientProfiles #InvestmentStrategy #FinancialAdvisorCRM
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You work hard to grow your business, and Cloven is here to do the heavy lifting for you. With all your client data and tools in one place, you can streamline your workflow and focus on what matters most—helping clients achieve their financial goals. Let Cloven be the silent partner that helps you reach your business’s full potential! #ClovenCRM #FinancialAdvisor #ClientProfiles #InvestmentStrategy #FinancialAdvisorCRM
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Ready to work smarter, not harder? Cloven’s CRM is your secret weapon for streamlining workflows, supercharging client relationships, and scaling your business with ease. Trusted by top financial advisors, Cloven makes growth effortless—let’s turn your practice into a powerhouse! #ClovenCRM #FinancialAdvisor #ClientProfiles #InvestmentStrategy #FinancialAdvisorCRM
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Protecting your data is more important than ever in today’s digital landscape. With the rise of cyber threats, securing sensitive information should be a top priority for every business. By implementing strong security measures, you can safeguard your operations, maintain compliance, and prevent costly breaches! #ClovenCRM #FinancialAdvisor #ClientProfiles #InvestmentStrategy #FinancialAdvisorCRMProtecting your data is more important than ever in today’s digital landscape. With the rise of cyber threats, securing sensitive information should be a top priority for every business. By implementing strong security measures, you can safeguard your operations, maintain compliance, and prevent costly breaches! #ClovenCRM #FinancialAdvisor #ClientProfiles #InvestmentStrategy #FinancialAdvisorCRM
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We're excited to share some positive feedback from one of our Cloven users! It's rewarding to see how our platform is helping financial advisors boost efficiency, strengthen client relationships, and grow their businesses. We're grateful for the trust you’ve placed in us and look forward to continuing to support your success! #ClovenCRM #FinancialAdvisor #ClientProfiles #InvestmentStrategy #FinancialAdvisorCRM
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