Frequently Asked Questions

Frequently Asked Questions

(Don't forget to checkout the Knowledge Base for tutorials)


This section is under construction - we'll be adding much more content soon.

When does MoneyGaps launch?

It's fully functional now, but the official launch is September 1st, 2019. If you sign up before then you can get a special discount.

Who is MoneyGaps for?

MoneyGaps is for Canadian Financial Advisors. It's a software service that helps provide a re-imagined financial planning experience for your clients. It also has a CRM function to help you manage your practice more efficiently.

Is it possible to pay per year?

Yes, by signing up for an Annual Subscription, your annual cost is reduced compared to Monthly Subscriptions as you effectively get two months for free per year. For example, the Basic Plan is priced at $49 + tax per month. That works out to $588 + tax per year. But the Annual Subscription for the Basic Plan is priced at $490 + tax per year.