Client Onboarding Software for Financial Advisors

Empower Your Advisory Firm with a Smarter, More Connected Client Portal

Centralize digital client data & file gathering, simplify compliance, and boost team efficiency — all from one secure platform designed for modern financial advisory firms.

One Platform. Endless Efficiency.

AdvisorFlow brings your onboarding, compliance, and client engagement workflows into one intuitive experience — empowering your team to focus less on admin, and more on advice.With deep integrations to industry leaders like Equisoft/Connect, you can collect, manage, and review client data seamlessly and securely.

Best Practice Templates

Access pre-built, industry-standard forms that ensure accuracy and consistency across every client onboarding

Available

Form Genie

Smart automation assistant for faster data gathering and document setup.

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API Integration

Securely connect with your approved systems like CRMs and planning tools, to maintain data integrity.

Available

Team Management

Assign, monitor, and collaborate across advisor teams and back-office staff with customizable workflows.

Available

Compliance and Control

Set clear standards while maintaining advisor flexibility within approved guidelines.

Available

Client Dashboard

Give clients a secure, real-time view of their financial documents, forms, and insights.

Available

Calendly Booking

Let clients schedule meeitings directly through your AdvisorFlow portal.

Available

Executive Summary

Generate quick, high-level summaries for reviews and compliance checks.

Available

Form PDF Export

Export finalized client forms as polished PDFs for storage or sharing.

Available

Trusted by Industry Leaders Who Put Clients First

Firms like Hub Financial & Gryphin Advantage rely on AdvisorFlow to streamline onboarding, strengthen compliance, and elevate the client experience.
As client expectations evolve and regulations tighten, your enterprise needs technology that moves as fast as your teams do.

One Platform. Endless Efficiency.

AdvisorFlow brings your onboarding, compliance, and client engagement workflows into one intuitive experience — empowering your team to focus less on admin, and more on advice.
With deep integrations to industry leaders like Equisoft/Connect, you can collect, manage, and review client data seamlessly and securely.

Bring Advisors, Associates, and Admins Together

Every advisor team has its own distinct processes — AdvisorFlow helps you streamline them. From data collection to document approval, your entire practice operates on one shared system built for speed and consistency.

Key capabilities:

Centralized communication for cross-department collaboration

Role-based access and task tracking for clear accountability

Secure internal sharing and client-facing workflows

forms and templates ready for advisors to use

Meet Every Regulation With Confidence

Compliance doesn’t have to slow you down. AdvisorFlow gives compliance teams control while enabling advisors to operate with flexibility.

Key capabilities:

Pre-built onboarding templates aligned with industry standards

Automated data validation to reduce Not-In-Good-Order (NIGO) errors

Audit-ready activity logs for easy oversight and record-keeping

Connect AdvisorFlow With Your Entire Tech Stack

Through secure APIs, AdvisorFlow syncs client data across platforms — from prospecting to planning to onboarding — ensuring a consistent client experience and eliminating manual re-entry.

Outcomes:

360° client view across approved applications

Automated data flows for smoother operations

Enhanced compliance monitoring at scale

client detail page and export data options

AdvisorFlow is designed for businesses
that demand efficiency and compliance

Recognized by forward-thinking organizations like ECIVDA, Caldwell, and Secura, AdvisorFlow evolves with your business to meet the growing demands of compliance and client expectations.

Spend less time searching for documents and more time strengthening your relationships.

Discover how AdvisorFlow helps firms simplify compliance, enhance collaboration, and delight clients — all on one seamless platform.