AdvisorFlow

AdvisorFlow allows advisors to streamline the client intake process and other administrative tasks so advisors can spend more time building client relationships, face-to-face. The easily accessible platform allows clients and advisors to stay up to date on their communications, enhancing the client experience.

Seamless Digital Onboarding

AdvisorFlow's secure, cloud-based platform provides an easy transition to digital, addressing remote onboarding challenges with a user-friendly interface, maintaining high client engagement even without in-person meetings.

Centralized Client Management

Advisors can efficiently manage and access detailed information for all their clients from a single, organized platform.

Team Collaboration

Advisor teams can collaborate effectively through tiered roles: Principal, Associate Advisor, Admin Advisor. With AdvisorFlow, advisors can also seamlessly transfer client information and collaborate with team members, ensuring smooth transitions and comprehensive client care.

Simplified customer data collection

An advisor sends a link to an online onboarding form through AdvisorFlow, which is integrated with Equisoft/Connect. The new client fills out the form, and the information is automatically integrated into their client file in Equisoft/Connect, eliminating manual entry.