AdvisorFlow — Client Onboarding Platform
Less admin, more advice — a platform that streamlines client intake and document collection so financial advisors reclaim hours on every onboarding.
Less admin, more advice — a platform that streamlines client intake and document collection so financial advisors reclaim hours on every onboarding.
Financial advisors were losing hours per client to onboarding admin — chasing documents, sorting emails, and repetitive intake work instead of delivering advice and building relationships.
Built a unified client engagement platform that handles intake forms, document collection, and communication in one place — accessible to clients from anywhere. Migrated the codebase to TypeScript, implemented new Figma designs in React, and expanded Cypress test coverage to keep the platform reliable at scale.
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