Streamline Your Investment Advisory

InvestFlow is the all-in-one platform to manage client portfolios, analyze market trends, and grow your business.

Key Features

Everything You Need to Succeed

Our platform is packed with features designed to help you provide the best service to your clients and scale your advisory business.

Get a comprehensive, at-a-glance view of all your client portfolios in one powerful dashboard.

Manage client relationships, log interactions, and schedule meetings with our integrated CRM.

Utilize advanced tools to analyze market trends and make data-driven decisions.

Create personalized client newsletters with market insights and investment tips using AI.

Generate and customize detailed reports for your clients, showcasing portfolio performance.

Built on a robust multi-tenant architecture to support multiple advisory businesses securely.