Collect Client
Financial Data
With
Confidence
Securely collect financial accounts, tax records, documents, and e-signatures while keeping the client relationship context your advisory team needs.
Financial data collection, with workflow built in
AdvisoryFlow helps advisory teams collect, organize, review, and act on the financial information clients share.
Manage clients, households, and relationship history around the financial data you collect.
Secure digital document signing workflow with audit trails and compliance tracking.
Integrated calendar system for managing appointments, meetings, and client events.
Built-in messaging, email integration, and live chat for seamless communication.
Securely collect financial accounts, balances, transactions, and supporting records from clients.
Bank-level security with encryption, audit logs, and regulatory compliance.
Designed around client financial intake
From account linking to document requests, every feature supports the flow of client financial data. Manage contacts, meetings, and follow-ups in the same workspace.
- Client and household context
- Digital document signing with audit trails
- Calendar & scheduling integration
- Financial reports & analytics
Secure client portal
Your clients get a beautiful, easy-to-use portal to share personal data, tax records, financial accounts, and documents, then communicate with you securely in one place.
- Real-time financial account overview
- Sign documents with just a few clicks
- Secure direct messaging with their advisor
- Bank-level security & privacy protection
Ready to transform
your practice?
Join Registered Advisors who use AdvisoryFlow to collect client financial data and manage the workflows around it.