For Registered Advisors

Collect client financial data from one platform

AdvisoryFlow helps Registered Advisors collect client financial accounts, tax records, documents, and signatures while preserving the relationship context behind every workflow.

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Everything you need

Financial intake, review, and follow-up

Tools for collecting client financial data and managing the advisory workflows around it.

Client & Household Context

Manage contacts, households, businesses, demographics, and relationship history alongside each client's financial data.

Document Creation & Management

Create documents from templates, customize fields, and organize all client documents in one centralized location.

Digital Document Signing

Send documents for electronic signature with field placement, track signing status, and maintain complete audit trails.

Scheduling & Calendar

Integrated calendar for appointments, meetings, and events. Link contacts, set reminders, and sync across devices.

Email Integration

Full Gmail integration to manage client emails, track conversations, attach to contacts, and access from anywhere.

Live Chat & Messaging

Real-time messaging with clients and team members. File sharing, message history, and notifications.

File Management

Secure file storage with organization, tagging, contact associations, and email attachment integration.

Financial Account Collection

Ask clients to securely connect financial accounts. Review balances, transactions, and account-level data in one place.

Tax Data Collection

Collect and organize tax records by year, including 1040s, W-2s, transcripts, and other tax-related files.

Reports & Analytics

Generate financial reports, asset summaries, and analytics. Export data and create custom reports.

Business Management

Track client businesses, ownership structures, and business-related contacts and documents.

Request & Intake Workflows

Create workflows for financial data collection, document requests, signatures, and client onboarding.

Streamlined workflows

Common financial data collection workflows made simple with integrated tools and automation.

Financial Intake

  1. 1
    Create the client and household record
  2. 2
    Send an intake request for required financial data
  3. 3
    Collect and organize documents and signed forms
  4. 4
    Link financial accounts securely
  5. 5
    Schedule initial consultation

Document Signing

  1. 1
    Create document from template
  2. 2
    Place signature and initial fields
  3. 3
    Send to client via secure link
  4. 4
    Track viewing and signing status
  5. 5
    Store completed documents with audit trail

Tax Season Workflow

  1. 1
    Request tax documents from clients
  2. 2
    Upload and categorize by year
  3. 3
    Generate financial summaries
  4. 4
    Review with client via chat
  5. 5
    Finalize and archive for compliance

Built for performance and security

Enterprise-grade infrastructure with the speed and reliability your practice demands.

Enterprise Security

Bank-level encryption, SOC 2 compliance, and comprehensive audit logging.

Smart Notifications

Stay informed with real-time notifications for documents, messages, and events.

Automated Workflows

Automate repetitive tasks and create custom workflows for your practice.

Fast & Reliable

99.9% uptime guarantee with blazing-fast performance and instant search.

Ready to get started?

Join Registered Advisors using AdvisoryFlow to collect client financial data and manage the workflows around it.

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