For financial advisors in Canada and the US
Your clients are asking AI about their money. Make sure they hear from you first.
When markets move, VigiLens prepares a personal email for every affected client, a chart built from real market history, and a short video in your voice. You read it, change what you like, and send it.
- You approve every word
- Figures from real prices
- No market predictions
- An audit trail for compliance
Response package
Growth model down 9% over 3 months
To Maria · personal email
Hi Maria, you may have seen the headlines this week. Your portfolio is down about 9% over the last three months. I’ve included a look at a similar period from the past, for context. If you’d like to talk through what it means for the cottage plans, I’m around this week.
A 45-second video in your voice
Captions · your colours · one video for the whole model
38 clients · one personal email each
Send packageSample package with illustrative figures.
Your clients already have a chatbot in their pocket
75%
of investors who work with an advisor use AI for financial questions at least occasionally.
76%
of them would still want a human, even if AI could answer most of their questions.
55%
of Canadians prefer a person over AI for financial planning advice.
Don’t let a chatbot answer the questions your clients pay you to answer.
When the market drops at 4 p.m., a worried client can have an answer from a chatbot by 4:05. It won’t know their plan, and it won’t sound like you. VigiLens puts AI to work on your side. It does the preparation, so the first thoughtful reply they get is yours.
When a client asks a chatbot
- Doesn't know their plan, their goals or what you discussed last spring
- Answers with the same confidence whether it's right or wrong
- Can drift into predictions you would never put in writing
- Leaves no record your compliance team can review
When the answer comes from you
- A note written for that client, from your notes and their survey answers
- The move shown beside a similar period, measured from real prices
- A short video in your own voice or a professional narrator's
- Every send, open and reply kept in an audit trail
From market move to client inbox in minutes
On a rough day, you already know what to say. The hard part is saying it to every client before they start to worry.
- 1
VigiLens watches your models
Each day it checks your model portfolios against real prices. When one moves past the thresholds you set, or the market makes headlines, it opens an incident and tells you.
- 2
The prep work is done for you
Every affected client gets a draft email. You also get a chart of the move next to a similar stretch of market history, and a short video script ready to record or narrate.
- 3
You review, send and follow up
Change anything you like, then send now or schedule it. You'll see who opened it, who watched the video and who asked to talk, and you can nudge anyone who didn't open it.
What you get
Emails that sound like you
Each draft is written for one client and signed with your name. Edit them one at a time, or ask for all of them to be shorter or warmer.
History, measured
VigiLens scans 15 years of daily prices to find a move of similar size and length. The numbers on the chart come from the data, not from the AI.
Video in your voice
Turn the update into a 45 second video with captions and your firm's colours. You're told before a video counts toward your plan.
Surveys that update the file
Send intake and annual review questionnaires. Answers about goals, timelines and life events are saved to the client's record and used in the next draft.
An audit trail
Every send, open, reply and unsubscribe is logged and can't be edited. Export it as a spreadsheet whenever compliance asks.
Works with your whole book
Import clients from a spreadsheet, tag them, and send to one model, one tag, or everyone who didn't open your last message.
Built so the AI never oversteps
Your name is on every message. These rules are part of how VigiLens writes, and there is no setting that turns them off.
- No predictions
- Drafts are written never to say a market will recover or keep rising.
- No made-up numbers
- Every percentage is measured from market data.
- The full record
- Comparisons count the drops that didn't recover, and say how many.
- Your approval first
- Nothing reaches a client until you've read it and pressed send.
Priced by the size of your book
Every plan includes every feature. Pay yearly and get two months free. Need more videos in a busy month? 10 more for $50. All prices are in Canadian dollars.
150 clients
Up to 150 clients
$99 CAD / month
- 50 videos a month
- Monitoring, emails and charts
- Surveys and the audit trail
400 clients
RecommendedUp to 400 clients
$199 CAD / month
- 150 videos a month
- Monitoring, emails and charts
- Surveys and the audit trail
1,000 clients
Up to 1,000 clients
$349 CAD / month
- 400 videos a month
- Monitoring, emails and charts
- Surveys and the audit trail
Enterprise
More than 1,000 clients
Let's talk
- Video volume to match
- Monitoring, emails and charts
- Surveys and the audit trail
Prices before applicable taxes. You can always add clients, even past your plan’s limit. We’ll let you know when a bigger plan makes sense.
Questions advisors ask
Does VigiLens talk to my clients for me?
No. It prepares drafts. Nothing goes out until you approve it, every message is sent in your name, and when clients reply, the reply comes to you.
Is this investment advice?
No. VigiLens helps you explain moves that have already happened. It doesn't recommend buying, selling or holding, and it doesn't predict markets.
Where does the market data come from?
A commercial market data provider, using daily adjusted prices with dividends reinvested. How comparisons are chosen, and their limits, is written up inside the app so you can pass it to compliance.
Does it work for Canadian advisors?
Yes. Portfolios can be held in CAD, Canadian securities are covered, and a mostly Canadian model is compared with Canadian funds and the TSX.
Can clients reply or unsubscribe?
Each client gets a private page for their update where they can tell you they're all set or ask to talk. Every email has an unsubscribe link, and unsubscribed clients are skipped automatically.
What happens to my data?
It's yours. You can download all of it at any time. If you close your account, it's deleted after a 30 day grace period, in case you change your mind.
What if my book outgrows my plan?
You can always add clients. We'll let you know when it's time to move up.
Be the first voice your clients hear.
Add your firm, your models and your clients, and VigiLens starts watching the same day.