Financial Horizons

Access AdvisorFlow’s digital onboarding and data collection platform with preferred enterprise pricing, dedicated training, and support to help modernize your client experience.
See it In Action
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Overview

Financial Horizons is a leading managing general agency supporting independent advisors across Canada. AdvisorFlow is proud to be an approved enterprise partner, listed in the Horizons Digital Suite.
Through this partnership, Financial Horizons advisors have access to AdvisorFlow's digital onboarding and data collection platform at preferred enterprise pricing, along with dedicated training and support to help them get up and running quickly.

What’s Included

Access to AdvisorFlow's full platform for secure, digital client onboarding and data collection.

Preferred enterprise pricing exclusively for Financial Horizons advisors.

A 30-day free trial with setup sessions included.
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FH-exclusive webinars and hands-on training to help advisors digitize their onboarding process.

What You Gain

A professional, branded client experience from the first touchpoint.
Secure, compliant data collection hosted on AWS in Canada.
Less time on admin, more time on client relationships.

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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