Cloven + AdvisorFlow Integration

Bring the information you collect through AdvisorFlow into Cloven, helping your team reduce duplicate data entry and keep client records up to date, all while continuing to use Cloven as your central CRM.
See it In Action
image of people collaborating together

Overview

Most advisors are piecing together their onboarding process across emails, PDFs, and manual CRM entry. Nothing talks to each other, data gets messy, and the same information ends up getting typed more than once.
The AdvisorFlow x Cloven integration fixes that. When a client fills out a form in AdvisorFlow, that data flows directly into Cloven. No copy-pasting, no re-entry, no cleanup.

How it Works

01

A client completes a form through AdvisorFlow's secure portal. This could be an introductory form, an insurance intake, a financial overview, or an annual review.
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02

The moment they submit, their data appears in Cloven. Advisors can also trigger a sync manually for individual clients, or pull in everyone who has submitted in the last seven days.

03

From there, Cloven handles everything: contacts, households, policies, investments, and automated workflows for things like TFSA top-ups, KYC renewals, and policy renewals.

What You Gain

Client information entered once, used everywhere.
Cleaner records with full audit trails.
Faster onboarding from first form to active client.
Better compliance, with less reliance on email.
A professional client experience from day one.

Questions about the integration or how to get set up?

The AdvisorFlow team is happy to help at clientcare@advisorflow.ca
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