01
Advisors access a dedicated HUB portal at mpat.advisorflow.ca, which includes both HUB-specific forms and 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.
Simple Conversations
Sent to new prospective clients before a first meeting to surface key information and set the stage for a more relevant discovery conversation.
Simple Conversations for Business Owners
A streamlined version tailored specifically for business owner clients, designed with their time constraints in mind.
Financial Overview
Typically sent after a letter of engagement is signed, covering assets, liabilities, cash flow, and net worth in one organized snapshot.
