Built for UK IFAs

The onboarding infrastructure for advisory firms.

From first meeting to signed engagement — client discovery, documentation, compliance and follow-up in one connected system. Built for how UK advisory firms actually work.

  • Structured intake and AI meeting notes build the client picture before you start writing.
  • Suitability reports and compliance docs generated from your data — reviewed and approved by you.
  • KYC/AML, e-signatures and FCA evidence handled in one place. Synced with Intelliflo, Wealthbox and more.
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Consumer Duty ready. Built for advisory firms that can't afford compliance gaps.

Onboarding pipeline
ClientFlow dashboard — onboarding pipeline with client stages, suitability status and compliance tracking
Suitability drafts · Next review due
The platform

Everything your firm needs to onboard clients — without the patchwork.

Structured client discovery

Intake forms capture what you need before the first conversation. Clients fill in details on their own time — you start every meeting with context, not a blank page.

AI meeting notes — any format

Record in-person, phone or video meetings. ClientFlow transcribes, identifies key details and populates the fact-find automatically. No re-typing from handwritten notes or separate apps.

Intelligent document generation

Suitability reports, risk profiles and fee disclosures drafted from connected client data — structured to your firm's practices. You review, edit and approve every document before it reaches the client.

Automated follow-ups

Reminders, outstanding items and next steps are tracked and sent without manual chasing. Clients know exactly what's needed. Your team stays focused on advice, not admin.

Client portal — one place for everything

A branded space where clients complete KYC/AML verification (Thirdfort, Credas), review documents and sign — with full data protection built in. No scattered emails, no confusion about what comes next.

Synced with your practice tools

Intelliflo, Wealthbox, Salesforce and similar practice management systems stay current. Bidirectional data sync means no double entry and no records falling out of date.

Sound familiar?

When onboarding is scattered, everyone feels it.

"We chased the client for the fact-find, then for ID, then for the signed documents. Three tools, three logins, three email threads."

"I typed up the meeting notes, then copied them into the suitability template. Then typed them again into our CRM."

"FCA asked for our Consumer Duty evidence. We spent a full day searching drives, emails and filing cabinets."

ClientFlow replaces the scatter. One system — intake through to signed and synced.

Today With ClientFlow
Meeting notes typed up manually Audio transcribed and structured automatically
Suitability reports start from blank docs Drafted from real client data — you review and approve
Chasing clients for forms, ID and signatures Client guided through a secure, branded portal
Compliance evidence scattered across tools Consumer Duty audit trail built in automatically
Practice management tools out of sync Intelliflo, Wealthbox and your other tools always in sync
One connected system. Intake through to signed and synced.
How it works

Five steps. One connected flow.

Each step feeds the next. No re-typing, no switching systems, no chasing.

Client completes intake

Your client receives a branded intake form and fills it in before the meeting. Structured data is ready when you sit down — no blank pages, no back-and-forth.

Meeting captured, fact-find populated

Record the meeting — in person, phone or video. ClientFlow transcribes, extracts key details and populates the fact-find. You review and enrich before anything else moves.

Documents generated, you approve

Suitability reports and compliance documents are drafted from connected client data, structured to your firm's practices. You edit and approve every document in Copilot before it goes anywhere.

Client completes KYC and signs

Your client verifies identity through Thirdfort or Credas, reviews documents and signs — all in one branded portal. Consumer Duty evidence and audit trail are logged automatically.

Practice systems updated

Intelliflo, Wealthbox, Salesforce or your practice management system synced automatically. Annual review timer set. Onboarding complete — nothing left to chase.

See the full picture.

Book a short demo. We'll walk through how client discovery, documentation and compliance connect for your firm — and where the manual work drops out.

For UK IFAs. No commitment. See the platform with your own workflow in mind.

For principals, advisors and paraplanners.

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Built for small advisory firms. No long contracts.