Stop chasing paperwork. Automate onboarding, service requests, and annual reviews with smart validation and compliance tracking.
14-day free trial · No credit card required
Zero friction
ClientFlow handles onboarding and ongoing operations, not client management. No need to migrate data or change your workflow.
Connect your existing e-signature account, or use our built-in signing. Your choice, zero lock-in.
Client portal
One magic link handles everything. Clients click, fill out their info, sign documents, and track status — all without passwords or downloads.
Core features
6-step wizard for individual, joint, and IRA accounts. Beneficiaries, joint owners, and funding in one flow.
15 request types for address changes, distributions, transfers, and more. Dynamic forms per custodian.
Batch-create suitability reviews, send portal links, detect material changes, and generate AI narratives.
Predictive engine flags high-risk submissions before they reach custodians.
Schwab, Fidelity, and Pershing. Rosetta Stone maps forms across custodians.
AI-generated narratives, flagging, override controls, and audit history.
SSN, routing numbers, and dates validated against real-world rules.
Compare data snapshots and classify changes by materiality automatically.
Magic-link portals for intake, signing, and reviews. No passwords needed.
Proactive intelligence
Continuously compare client plans against real-world signals. Get scored alerts when life events, market changes, or financial shifts impact suitability.
Every AI-generated insight is audited, hashed, and logged. Built for FINRA 2026 GenAI guidance with full disposition tracking.
Real-time alerts for intake completions, signing events, drift warnings, and stalled workflows. Automatic drip reminders on Day 2, 5, and 10.
Prospect pipeline
Connect MooMoney and Redtail CRM to build an intelligent prospect pipeline with AI-powered lead scoring and outreach.
Built for teams
Add advisors and staff. Control who can view, edit, and approve across all workflows.
Onboarding, service request, and review status with bottlenecks at a glance.
AES-256-GCM for SSNs, DOBs, and account numbers. Encrypted at rest and in transit.
Every action logged. See who did what, when, for compliance and peace of mind.
Efficiency at scale
Bulk operations for high-volume onboarding and annual reviews. Rep codes ensure proper attribution for every account.
Join forward-thinking advisors saving hours on onboarding, service requests, and annual reviews.
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