Built for financial advisors who move fast
Digital client workflows for US Registered Investment Advisors (RIAs) and advisory firms — compliant, no-code, live in days
0weeks
From contract to live
Go from signed agreement to a working client workflow in under a month.
60%
Advisors reclaim hours lost to intake forms, document chasing, and manual follow-ups.
1person
Any staff member can build, edit, and launch a client journey without writing code.
The gap between great advice and great client experience
Most small financial advisors run on PDFs, email threads, and manual follow-ups. Wizflow closes that gap.
Client onboarding
Guided digital intake that collects KYC data, documents, and signatures in one flow — no back-and-forth.
Investment suitability
Structured questionnaires that map directly to your compliance requirements and risk profiling process.
Annual review prep
Send clients a pre-meeting flow that surfaces updated goals, risk tolerance, and life changes — before you meet.
Document collection
Stop chasing statements and tax docs. Let clients upload directly into a structured, auditable workflow.
Your compliance requirements, built in
Built with GDPR compliance and ISO 27001-aligned principles at its core, giving you full control over data, access levels, and audit trails from day one.
Our modular infrastructure supports role-based access, end-to-end encryption, and full audit logging to meet the demands of regulated industries.
Our modular infrastructure supports role-based access, end-to-end encryption, and full audit logging to meet the demands of regulated industries.
GDPR
Compliant by design
ISO27001
Security aligned
Your team runs it — no IT, no vendor dependency
Build and update client flows yourself. Change a question, add a document request, or launch a new service — without waiting on developers.
How does Wizflow apply to your advisory firm?
Find out here