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The Problem Every Financial Advisor Faces
New client onboarding shouldn't feel like a full-time admin job. Endless email chains, missing PDFs, duplicate data entry, and chasing signatures slow everything down. Files come back NIGO, clients get frustrated, and hours disappear into work that should take minutes.
Missing information, documents, signatures, email chains.
Re-keying into CRMs, planning tools, etc.
Inconsistent processes, NIGO, rework.
How it Works
From intake to CRM sync, every step happens in one streamlined workflow.
Choose a form template, build your own, or convert an existing PDF with Form Genie.
Guided forms make completion easy on any device. Allowing a simple and secure intake.
Review the completed information and move structured data into your connected systems.
Build the Workflow
Client Experience
CRM Integration
You can finally focus on what you signed up for: building meaningful relationships
Form Genie, API Integration, and pre-built templates hand that time back — so it goes toward prospecting, planning, and growing AUM.
Clients complete guided forms in one sitting. Compliant, industry-proven templates keep files clean going in — so they don't bounce back as NIGO.
Executive Summary, CRM integration, and full activity logs mean the answer's already there the moment compliance asks.
Security & Compliance
Every file, every login, every change - tracked, encrypted, and ready to defend.
All client data is stored in Canadian data centres, fully aligned with PIPEDA and provincial privacy requirements.
Every file, form response, and document upload is encrypted end-to-end, protected at every point in the flow.
Every login, access event, and change is logged and timestamped, giving you a defensible, reviewable record for every client file.
Integrations
The moment you finish with a form, the data syncs automatically with a click of a button, populating the CRM of your choice with minimal to no re-typing.
AdvisorFlow is a client discovery platform for financial advisors by automating client data collection through a secure digital platform.
A client relationship management software may have additional functionality focused on storage of client information, rather than data collection, which is our specialty.
Yes. If you send a form out through AdvisorFlow, you can set automated reminders to be sent by the platform, up to 4 times or until the form is completed. Moreover, most questions are set to optional for clients to allow for clients to choose what information they share. Advisors can flag which questions are required or optional. AdvisorFlow takes data security very seriously and we ensures that clients informations remain safe at all times.
Currently, AdvisorFlow integrates with CRM platforms such as ACT and Equisoft. We are continuously working on expanding our integration offerings based on feedback from the advisor community. Stay updated on new integrations by following us on LinkedIn.
For Independent Advisor & Small Teams
For Entreprises & Dealers
