woman with a laptop

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.