01
Advisors access a dedicated Gryphin portal within AdvisorFlow, which includes forms tailored to their practice alongside AdvisorFlow's full library of industry-standard templates.
02
Forms are sent to clients through AdvisorFlow's secure, Canadian-hosted portal. Clients register, complete the form on their own time, and the advisor is notified when it's done.
03
Collected data is organized and immediately accessible to the advisor, reducing manual entry and keeping client records clean from day one.
Introductory Survey
For new prospective clients before a first meeting to surface key information and set the stage for a more relevant discovery conversation. Can also be used to re-engage clients you haven't spoken to in a while.
Financial Overview
Typically sent after a letter of engagement is signed, covering assets, liabilities, cash flow, and net worth in one organized snapshot. Includes file upload so clients can submit supporting documents through the same secure link.
Risk Survey
Assesses investment objectives, risk tolerance, and portfolio volatility. Useful for investment advisors looking to automate their KYC process.
