AdvisorFlow Information

At AdvisorFlow, we’re modernizing how Canadian financial advisors collect, manage, and deliver client data. Our intuitive, cloud-based platform streamlines onboarding and planning workflows so advisors can scale efficiently while elevating the client experience. We focus on four core capabilities (with more on the way): • Automated Lead Data Gathering – Capture and profile leads through a smart introductory questionnaire. • Integrated Financial Overview – Generate a clear snapshot of net worth, cash flow, and client priorities. • Risk Tolerance Profiling – Strengthen your KYC process with a robust risk assessment experience. • Insurance Needs Analysis – Identify coverage gaps and opportunities with ease. Built on AWS, AdvisorFlow enables advisors to customize documents and workflows to reflect their brand - all while retaining full ownership of their data. Our technology is fully independent of financial institutions, giving advisors flexibility and control. Financial planning is an ongoing journey across cash flow, retirement, risk management, and estate needs. AdvisorFlow equips advisors with simple, powerful tools to deliver better advice, deepen relationships, and help more Canadians build a confident financial future. Join AdvisorFlow and transform your practice with technology designed for the way advisors work today.