Digitizing the Financial Advisory Process (Software Development) – AdvisorFlow

The goal of this project is to further digitize the financial advisory process for Canadian financial advisors and their clients. AdvisorFlow is an integrated software allowing financial advisors to streamline first-mile client discovery, document collection, report generation, and more. In its first year of operation, the focus was developing a minimum viable product and gauging market interest. Through hundreds of client discovery calls, the product was deemed valuable by many individual financial advisors, insurance brokers, and wealth management firms. Early adopters of the product were also constantly asked for feedback in order to continue enhancing and iterating the software. With AdvisorFlow developing a more user-friendly interface and entering the process of ISO 27001 certification (the international standard on how to manage information security), the product has become more appealing for enterprise firms. Upon re-engagement with many enterprise firms in the industry, they have expressed interest in signing with us.

Faculty Supervisor:

Simon Ford

Student:

Partner:

Flow Advisor Solutions Inc

Discipline:

Computer science

Sector:

Professional, scientific and technical services

University:

Simon Fraser University

Program: