AdvisorFlow is a first mile client discovery platform that automates client data collection for financial advisors through a digital platform.
AdvisorFlow is used by Canadian financial advisors and enterprises that are actively looking to enhance their practice leveraging technology.
Our most up to date pricing can be found here. For enterprise pricing, please inquire so we can discuss your unique requirements.
You can sign up for an advisor account here. White labeled experiences will require a discussion to determine your specific needs.
A client relationship management software may have additional functionality focused on storage of client information, rather than data collection, which is our specialty.
Based on the results of our 2021 advisor form, the average rate of completion for advisors was 75% for existing clients where a relationship was already present, 61% for new clients that the advisor already had a conversation with, and 52% for prospective clients coming by referral.
Yes. You can either use our industry-tested templates or build your own for your unique niche.
You can make changes to your subscription within your advisor portal through the subscription tab.
Yes. It's common for advisors to have their questionnaires available on their website for easy access by clients.
Yes. You will receive an email notification when a client creates an account and completes a form.
Yes. If you send a form out through AdvisorFlow, you can set automated reminders to be sent by the platform, up to 4 times or until the form is completed.
AdvisorFlow's data is stored within Canadian data warehouses.
AdvisorFlow takes security very seriously. We use military-grade encryption for all client and advisor data that is in storage or transit. We regularly scan our software for security vulnerabilities and are in the process of becoming ISO27001 compliant.
Technically, yes. However, we recommend each advisor has their own AdvisorFlow account.
Advisors can edit client responses either during a meeting or after it's been initially completed by your client, but not before.
Yes—AdvisorFlow offers a 30-day trial with full access to all features. A credit card is required to start. After the trial ends, your subscription will automatically convert to a paid plan with no disruption.
Most questions are set to optional for clients to allow for clients to choose what information they share. Advisors can flag which questions are required or optional in our form builder.
Yes, subscribed advisors have the option to white label the AdvisorFlow platform, allowing them to replace the AdvisorFlow logo with their own branding for a customized client experience. Further white labeling options are available for enterprise subscribers based on their unique requirements.
Currently, AdvisorFlow integrates with CRM platforms such as ACT and Equisoft. We are continuously working on expanding our integration offerings based on feedback from the advisor community. Stay updated on new integrations by following us on LinkedIn.
