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Empower Your Advisory Firm with a Smarter, More Connected Client Portal

Online digital platform designed to make client onboarding & data collection simple.
Spend less time on paperwork & more time building relationships with clients.
Secure client portal to collect data that advisors need to gather important data via email.

ONBOARD SMARTER

Online digital platform designed to make client onboarding & data collection simple.

LESS PAPERWORK

Spend less time on paperwork & more time building relationships with clients.

SECURE CLIENT PORTAL

Secure client portal to collect data and documents that eliminates the need gather important data using email.

One Platform. Endless Efficiency.

AdvisorFlow brings your onboarding, compliance, and client engagement workflows into one intuitive experience — empowering your team to focus less on admin, and more on advice. With thoughtful integrations to industry leaders including Equisoft Connect, Maximizer and Laylah CRM, you can collect, manage and review data seamlessly and securely.

Best Practice Templates

Access pre-built, industry-standard forms that ensure accuracy and consistency across every client onboarding

Available

Form Genie

Smart automation assistant for faster data gathering and document setup.

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API Integration

Securely connect with your approved systems like CRMs and planning tools, to maintain data integrity.

Available

Team Management

Assign, monitor, and collaborate across advisor teams and back-office staff with customizable workflows.

Available

Compliance and Control

Set clear standards while maintaining advisor flexibility within approved guidelines.

Available

Client Dashboard

Give clients a secure, real-time view of their financial documents, forms, and insights.

Available

Calendly Booking

Let clients schedule meeitings directly through your AdvisorFlow portal.

Available

Executive Summary

Generate quick, high-level summaries for reviews and compliance checks.

Available

Form PDF Export

Export finalized client forms as polished PDFs for storage or sharing.

Available

Preferred Pricing for Financial Horizons

As a valued partner, we are proud to offer preferred pricing for Financial Horizons advisors / teams.
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Enjoy full access to AdvisorFlow’s powerful features with your 30-day free trial. You’ll have unlimited client accounts and complete control over your workflow. Start today and pay only when you’re ready to continue.