01 / See who is affected
Know who needs attention.
See the clients with something worth discussing today, without sorting through every headline.
For accountants, advisors & trade brokers
Be the call your client is glad you made.
Your clients' businesses don't stand still. Drover monitors the regulations, markets and commercial opportunities affecting each one, links new findings to situations already underway and brings you the context behind your next important call.
You deliver the advice. Drover delivers the intelligence.
Five client businesses included. Complimentary Guided Onboarding.
One portfolio viewIndividual client mandatesAdvisor-branded briefs
Which clients need a decision?Illustrative
Your client briefing · linked situations
05Clients monitored
02Need attention
01New opportunity
P
Pacific Components Ltd.DDI supplier opportunity · qualification window
OpportunityN
Northfield Materials Ltd.Plywood duty update · illustrative CAD $91k exposure
Duty exposureE
Eastgate DistributionSupplier terms · continuing monitoring
MonitoringOne public event can affect clients differently. New evidence updates a monitored situation; your team sees what changed and who needs a call.
One desk. Your entire book.
Your client book is moving.
Know who needs your attention.
Drover recognizes when new evidence concerns a situation you're already monitoring for a client. It keeps that update attached to the earlier finding, so you can see what changed and who needs a call.
02 / Know what to say
Pick up where the situation left off.
A development on the same route stays attached to the earlier brief, assumptions and correspondence.
03 / Own the relationship
Bring the evidence to the conversation.
Prepare a considered response under your firm's brand. You control what reaches each client.
The advantage of remembering
One client.
One monitored situation.
A new notice should not arrive as an unrelated alert if it concerns a client's existing exposure. Drover attaches it to the original situation, adjusts the priority and keeps the evidence, assumptions and previous decisions in view.
For example, the CBSA's plywood duty determinations can affect an importer's quotes, landed costs and financial security. You see how the same exposure evolves, not a fresh alert for every government release.
DROVER. / NORTHFIELD MATERIALS / ILLUSTRATIVE CUSTOMER
A material duty exposure, monitored over time.
First finding · Aug 24CBSA begins collecting provisional duties on covered Chinese plywood. The applicable rate depends on the product and exporter.
Updated details · Sep 8The detailed CBSA exporter schedule confirms 227.5% for the “all other exporters” category. An illustrative $40,000 shipment would incur $91,000 of provisional duty.
Client decision · currentVerify the product definition, exporter, entry date and security position. The client action remains open until those checks are complete.
Evidence: CBSA preliminary determinations · Sep 8
Your firm's intelligence product
Your name on the brief.
The evidence behind the call.
Drover links each update to the original client situation and separates confirmed developments from client-specific assumptions. Your brief carries the financial consequences, source evidence and a practical next action.
Review, approve and distribute client information from your advisor workspace. Nothing is sent to a client without your authorization.
Set up your advisor deskNORTHLINEADVISORY PARTNERS
Follow-up / client briefPrepared for Northfield Materials Ltd. · illustrative client
A plywood import could face CAD $91,000 in provisional duty.
CBSA's preliminary determinations set a 227.5% rate for covered Chinese decorative or non-structural plywood from the ‘all other exporters’ category. On an illustrative CAD $40,000 customs value, that is CAD $91,000 in provisional duty before other charges.
Potential provisional dutyCAD $91,000 · calculated at 227.5%
Client-specific assumptionCAD $40,000 in-scope goods · specified exporter group
PriorityConfirm before the next import commitment
Your next moveVerify product, exporter rate, entry and security
Published CBSA rate · hypothetical shipment · advisor-controlled release
A service that works between meetings
You keep the client relationship.
Drover monitors what matters.
Drover maintains the context across clients and situations, from the first finding to a meaningful update or resolution. You know what has changed before the next conversation.
Introduce your practice and clients
Set up each client as a separate business with the products and markets Drover should know.
See who needs attention
Hear which client has a new opportunity, emerging exposure or meaningful follow-up.
Bring your client a considered view
Review and approve a source-backed brief under your firm’s name before sharing it.
Keep every situation connected
Return to the same case as facts change. The original evidence, action and resolution remain together.
COMPLIMENTARY GUIDED ONBOARDING
Let’s get to know
your practice.
Your intelligence team, acquainted with your clients.
A senior member of the Drover team can help establish your firm’s profile, organize your first client mandates and set up the monitoring and briefing preferences for your practice. You decide what your clients receive and what stays within your firm.
Set up with the Drover team
Prefer to do it yourself? Set up independently.
What we’ll put in place
- Your firm’s identity and preferred briefing channels
- A separate Intelligence Mandate for each client
- Clear client permissions and monitoring priorities
You choose what to share. Your information remains in your authorized Drover workspace.
Plans & pricing
An intelligence team across your clients.
Without building one in-house.
One subscription, separate client mandates and the intelligence to support stronger advisory relationships.
Drover for Advisors
Five client businesses included.
$599 CAD / month
Founding rate for 12 paid months, then $799 CAD / month.
- Separate client intelligence profiles
- Portfolio-wide exposure and opportunity view
- Firm-branded, sourced Decision Briefs
- Client approval and delivery controls
- WhatsApp, email, Slack and PDF delivery
- Complimentary Guided Onboarding
- Additional clients: $99 CAD / month each
Prices exclude applicable taxes. Annual founding rate CAD $5,990; renewal CAD $7,990.
The Drover Dispatch
A few things worth knowing this week.
A weekly briefing on trade developments, emerging opportunities and commercial risks worth keeping in mind across the businesses you advise.
A useful read for the week ahead, delivered directly to your inbox.
Free. Unsubscribe anytime.
For your practice
Questions,
answered.
Will Drover connect an update to an issue already raised?
Yes. Drover keeps related changes, sources and decisions together within the original client situation, so you can see what is new and what has already been covered.
Can I brand the briefs as my firm's?
Yes. Advisor briefs carry your firm's identity, and you control review, approval and client delivery.
Do clients need their own Drover accounts?
No account is needed to receive an advisor-approved branded brief. Where client access is enabled, permissions are managed separately for each business.
What happens if I have more than five clients?
Five client businesses are included. Each additional client is CAD $99/month, or CAD $990/year, excluding applicable taxes.
Will one client's information be visible to another?
No. Client data and mandates are maintained in separate authorized scopes, and your firm controls client-specific delivery permissions.
How does my free trial begin?
Choose self-service or complimentary Guided Onboarding, confirm your advisor workspace and first client mandates, and begin the seven-day trial.
Bring a stronger perspective to every client
Know who needs your call.
And why.
Know which client needs your call, what has changed in an existing situation and where the financial exposure lies. Bring the evidence to the conversation.
Start your free trialFive client businesses included. Guided Onboarding complimentary.