01
A client completes a form through AdvisorFlow's secure portal. This could be an introductory form, an insurance intake, a financial overview, or an annual review.
02
Once the data is collected, advisors can push it to Maximizer directly from the client profile in AdvisorFlow with a single click.
03
From there, Maximizer handles contact and relationship management, renewals tracking, and team workflows built around keeping clients engaged over time.
