Financial Advisor Onboarding Software Pricing

Straightforward Pricing
for Financial Advisors

Whether you’re growing your practice or leading a small team, AdvisorFlow gives you everything you need to streamline onboarding, simplify compliance, and elevate the client experience — all in one platform.

Advisor Plans

Enjoy full access to AdvisorFlow’s powerful features with your 30-day free trial. You’ll have unlimited client accounts and complete control over your workflow. Start today and pay only when you’re ready to continue.

No commitments, cancel anytime

No hidden costs or fee

Add unlimited clients

Annually

Monthly

Essential

$70

/mo

$770

/yr

Per user/year, billed annually

Best for financial advisors with  growing books of business

Unlimited Client Management

Custom Forms Editing

Team Member Access Control

Third Party Integrations

Client Summary Downloads

Professional Branding Tools

Secure File Uploads

Download Client vCards

Includes 30-day free trial

Most Popular

Set Up Faster With Premium Onboarding

AdvisorFlow is simple to set up on your own, but our optional onboarding package helps teams go live quickly and confidently. For a one-time fee of $999, our experts will customize your workflows, import your existing forms, and train your team to use AdvisorFlow effectively.

$999

one-time charge

Optional package — one-time fee, no recurring charges

Two men working focused at desks with laptops and monitors in a bright office space with plants.

Custom form setup tailored to your firm

Guided workflow creation to match your advisory process

Team training sessions for quick adoption

File-to-cloud conversion for your existing forms