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Our Canadian Story

While Ebix CRM’s name recognition has seen recent new growth in Canadian financial services, the company’s heritage in Canada dates back over 15 years to the days of the “captive” insurance sales forces.
As a result, many life insurance agents have been using Ebix CRM’s Client Data System (CDS) software for CRM and practice management for years without even knowing it, as most insurers provided the solution to their agents as a custom version under a different name. CDS remains in use by thousands of Canadian advisors to support their wealth management and insurance advisory practices.

With the shift to wealth management in Canada, advisors have developed valuable relationships within the IIROC, MFDA, Insurance, and Banking silos, creating more complex distribution relationships and a demand for more advanced software. To address this changing need, Ebix CRM introduced a Canadian version of its web-based SmartOffice solution in 2005. With the introduction of SmartOffice, Ebix CRM offered Canadian advisors an alternative to less proven and often unviable software vendors who had left the business, leaving their many clients in search of a proven and stable solution for the long term.

Today, Ebix CRM thinks globally but acts locally within Canada, earning respect as a local business partner for Canadian advisors, agencies, and wholesalers. Ebix CRM has made significant improvements to SmartOffice to deliver solutions that address the specific needs of the Canadian wealth management market.

In 2006, Ebix CRM established a Canadian data centre in Mississauga to eliminate all PIPEDA data privacy concerns and added a second data centre in Vancouver in 2009. The company also incorporated a Canadian subsidiary in 2006 and acquired certain assets from London, Ontario-based CPU Management, including its flagship product, CPU Tracker, which was used by a fair number of Canadian life insurance advisors and producer groups. Ebix CRM welcomed this new client base over to SmartOffice, providing our new users with the sustainable vendor viability and product evolution they can confidently keep building their practices upon.

Ebix CRM continues to enhance our local Canadian presence and capabilities to deliver long-term business value to advisors, agencies, and wholesalers nationwide.

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  A strong and growing client base
More than 50 of the largest financial services companies rely on Ebix CRM solutions today, including:
- Assante


- Knights of Columbus

- RBC Investments

- Scotia McLeod

- Sun Life Financial
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