Advisor Flow partners with Flinks

By Staff | June 15, 2021 | Last updated on June 15, 2021
1 min read
Close up of a woman using a laptop
iStock

Independent financial advisors who use the Advisor Flow platform can now onboard clients more quickly.

On Tuesday, Vancouver-based Advisor Flow announced it had partnered with Montreal-based Flinks, a financial data company that collects clients’ transactional and account data through secure digital channels.

“As a result, advisors can satisfy the onboarding requirements faster, and focus on building personalized plans based on an accurate and complete picture of their clients’ finances,” a release said.

Advisor Flow launched last year to help Canadian financial advisors onboard clients digitally.

Advisor.ca staff

Staff

The staff of Advisor.ca have been covering news for financial advisors since 1998.