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Responsive

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Responsive enhances advisor focus and productivity with Next Best Actions that strengthen relationships and revenue.

responsive.aiAI readiness report

What it does

"Responsive is a leading Fintech and Insurtech company revolutionizing the future of advice in wealth, banking, and insurance sectors. Equipping frontline advisors with cutting-edge enterprise software, Responsive enhances advisor focus and productivity through Next Best Actions that prioritize client needs and business objectives. By streamlining client servicing and enabling advisors to take impactful actions, our software facilitates scalable advice delivery to a wider client base at reduced costs. Our innovative solution empowers financial services to detect valuable events from complex client data, translate insights into actionable steps to boost advisor efficiency and client outcomes, and foster stronger client relationships and revenue growth through a holistic hybrid advice model. Responsive is at the forefront of driving advisor excellence and client success in the financial industry."

Its site says now · captured 2026-08-23

Responsive — Automated back-office for Canadian independent portfolio managers

Onboard new clients in 30 minutes, stay audit-ready, and free your advisors from paperwork. Built for Canadian custodians and CIRO compliance.

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