Advisor Flow
Technology Consulting/Tech Services - N/A, N/A, ca
Advisor Flow Details
AdvisorFlow exists because there wasn't enough intuitive technology available for Canadian financial advisors looking to serve clients who expect a better user experience. We provide solutions to advisors looking to scale their practice who want to be able to serve their existing and new clientele in a more streamlined way, allowing collection and distribution of client data online.There are three areas of focus currently embedded in the platform (with more on the horizon):-Automated lead data gathering and profiling with our introductory questionnaire-integrated financial overview (net worth & cash flow), with embedded data aggregation provided by Flinks-Risk Tolerance profiling to assist in your KYC processAll services are offered through our secure cloud based platform in the AWS ecosystem. Advisors can personalize their documents to allow their brand to shine through as they build relationships with their clients.Financial planning is an ongoing process of evaluating cash flow, retirement, income protection and estate planning with a trusted financial planner. AdvisorFlow enables advisors with intuitive technology so they can help more Canadians feel confident about their financial future in a streamlined way they enjoy.Our technology is independent of any financial institutions and data is owned by the advisors that register and agree to our terms of service.
Advisor Flow Technologies
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