Firms like Hub Financial & Gryphin Advantage rely on AdvisorFlow to streamline onboarding, strengthen compliance, and elevate the client experience. As client expectations evolve and regulations tighten, your enterprise needs technology that moves as fast as your teams do.
Empower Every Advisor Team to Work as One
AdvisorFlow eliminates the silos that slow down productivity. From principal advisors to back-office staff, everyone operates from the same real-time platform. Ensuring consistency, speed, and accountability across departments.
Key benefits:
Centralized communication across teams and offices
Standardized processes that reduce errors and rework
Collaborative tools that drive better client outcomes
Compliance That Works Behind the Scenes — Not Against Your Teams
Built for regulated enterprises, AdvisorFlow simplifies onboarding and documentation through built-in compliance frameworks and approval paths.Your advisors maintain flexibility, while your firm gains full oversight and control.
Key benefits:
Ready-to-use templates aligned with financial industry standards
Consistent workflows that ensure every process is audit-ready
Automated data checks to minimize Not-In-Good-Order (NIGO) errors
AdvisorFlow’s API integration** makes it easy to share data across your approved applications, while keeping sensitive information secure and compliant.
Key benefits:
Seamless data flow from prospecting to planning to onboarding
Bank-grade encryption and permission-based access controls
Scalable architecture built for growing advisor networks
