Advisor Flow's platform already provides powerful client onboarding features. Its onboarding questionnaire helps new clients get started with the right advisors in under 10 minutes.

Now, the Aadhaar based e-KYC flow has simplified the onboarding process of registration. Earlier, in the UPI onboarding flow, it was mandatory to provide a debit card to set up a user’s UPI PIN ...

Earlier, in the UPI onboarding flow, it was mandatory to provide a debit card to set up a user’s UPI PIN for the registration process. This restricted access to people who did not have their ...