AdvisorFlow

Streamline advisory operations with AdvisorFlow and Maximizer.

Overview

AdvisorFlow simplifies client engagement, allowing advisors to focus on building meaningful relationships. AdvisorFlow solution:

Streamlines client intake through document collection and survey forms.
Automates compliance and enhances controls.
Optimizes team workflows for greater efficiency and collaboration.
Seamlessly integrates client data with other applications via our open API.

Highlights

Efficient collaboration within financial planning teams.
Customizable survey templates to support diverse clients and unique advisor workflows.
A centralized client portal for real-time file access, document submission, and questionnaire completion.
API integration for seamless data sharing across platforms.

The integration is available to all users directly within the AdvisorFlow application and allows users to push data for AdvisorFlow to Maximizer.
For setup assistance or to request a demo, please contact the AdvisorFlow team at hello@advisorflow.ca or visit https://advisorflow.ca.