Experience
IQ Boost™, AI
That Works the Way Advisors Do
Ready to Connect?
Give us 30 minutes and you will know whether Maximizer is right for you.
Canadian-built, secure AI inside Maximizer CRM that helps you prepare faster, simplify compliance, and deliver more value in every client conversation.
Try IQ Boost free until January 2026.
Book your IQ Boost demo
See your CRM data in a new way.
AI-POWERED CRM
© Maximizer 2025
Prep Faster
Get instant summaries of client records and household histories.
Trusted by 120,000 teams worldwide
What Advisors
Are Saying
Early users report faster meeting prep and significantly greater confidence walking into every client review.
“Meeting prep used to take an hour
— now it’s 30 seconds.”
“It’s like having a clear summary of every client conversation, instantly.”
Why Now, Why Maximizer
Advisors today face tighter compliance, shrinking margins, and rising client expectations, all while managing larger books.
IQ Boost gives you back the one thing you can’t buy: time.
By cutting prep from hours to minutes, it empowers you to focus on what drives growth: trust, relationships, and results.
The Pressure on Modern Advisors
Reclaim the Most Valuable Resource
Focus on What Truly Matters
Try IQ Boost Free Until January 2026
We’re offering Maximizer Financial Services Edition users complimentary access to IQ Boost during our trial period. After January 2026, IQ Boost will become a paid feature, and we’ll share transparent pricing updates well in advance.
No surprises. Just value.
Try IQ Boost free until January 2026.
Built in Canada for Canadian financial advisors, IQ Boost meets the highest standards of privacy and security through:
Your client data stays yours: secure, private, and protected.
Canadian data residency
Trust That Scales
Anonymized data processing for compliance confidence
SOC 2 compliance
Ready To See IQ Boost In Action?
Join the advisors who are already saving hours each week and walking into every meeting more prepared than ever.
Try IQ Boost free until January 2026.
