Client Onboarding That Works With Your Existing CRM

Collect client information once. Keep your advisory team and technology connected.

AdvisorFlow helps financial advisors collect client information, forms, and documents through a secure, Canadian-hosted client portal.

Instead of chasing paperwork and entering the same information into multiple systems, your team can collect it through AdvisorFlow and transfer supported client information into your connected CRM.

Proudly Canadian.

Canadian data residency.

PIPEDA compliant

CRM Integrations

Connect AdvisorFlow with the CRM your practice already uses. Whether you're welcoming a new client, gathering information for an insurance recommendation, or preparing for an annual review, AdvisorFlow helps your team collect information in a consistent digital workflow.

Explore each integration to see what information transfers, how synchronization works, and how to get started.

Corelogix

Industry Partners

AdvisorFlow works with Canadian MGAs and industry organizations to provide advisors with tailored forms, dedicated programs, and preferred offers.

If you're affiliated with a participating partner, discover which resources and benefits are available to your practice.

Gryphin Advantage

HUB Financial

Financial Horizons

Ready to Adopt?

See AdvisorFlow in Action

Discover how AdvisorFlow fits into your onboarding process, supports your team, and works alongside your existing technology.
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