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