Products
Northern Catalyst publishes two products for Canadian financial advisors: a documentation standard and a desktop application for meeting notes.
Documentation Standards Kit
The Documentation Standards Kit sets out what a Canadian client meeting record needs to contain, block by block, with the regulatory basis for each block. It specifies content rather than layout, so it measures the template an advisor already uses instead of replacing it. Requirements are assembled from primary Canadian sources with the citation attached to each one. $97 CAD, one-time.
Meeting Notes Pro
Meeting Notes Pro is a Windows desktop application for advisors whose firm lets them choose their own tools. Personal information is removed on the device before anything is transmitted, and no client data is stored on external servers. Meeting Notes Pro is a separate product with its own site.