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.
02
Once the data is collected, advisors can push it to Equisoft directly from the client profile in AdvisorFlow with a single click.
03
The transfer happens in seconds, either creating a new client record in Equisoft or updating an existing one. No re-entry, no duplication, no cleanup.
