Advisor Flow
Scattered information
Contacts, notes, calls and appointments live in different apps and notebooks.
Early-stage SaaS | In Development
Advisor Flow
Advisor Flow – Less administration.
More room for business.
An intelligent sales assistant for financial intermediaries and sales teams.
Advisor Flow is an upcoming iOS app that helps simplify sales processes, organise meetings, manage tasks and track sales performance.
The app is under development and is not yet publicly available.
Problem and solution
All important sales activities in one place.
A salesperson loses time not while selling, but around it. These are situations we know from everyday work in financial intermediation.
Manual call logging
After every call you have to find the contact and write down by hand how it went.
Forgotten follow-ups
A promised call-back or next step easily gets lost in the rush of the day.
Inefficient calendar work
Booking, moving or cancelling an appointment means jumping between several places.
Little insight into performance
Without numbers it is hard to know how many calls lead to a meeting and how many meetings lead to a deal.
Advisor Flow aims to bring these things together into one smooth working day.
The goal is for one step to follow naturally from the next, so the advisor does not have to retype anything or keep it all in their head.
- 1Call
- 2Result
- 3Next step
- 4Meeting
- 5Performance overview
App features
What Advisor Flow addresses
Eight areas we are working on. Each one shows its current status.
In development The basis of the feature is already in the app; we keep refining it.
Planned Not implemented yet.
Call management
Log a call result in a few taps, a “Who to call today” list and tracking of call-backs.
In development
Contact management
Import of contacts from the iPhone, statuses from lead to client, and a history of calls and meetings for every contact.
In development
Planning sales meetings
Meetings are written to Apple Calendar. Moving or cancelling an appointment is reflected in the calendar event too.
In development
Reminders and work tasks
Follow-ups with notifications, and tasks that can be written to Apple Reminders, including for a colleague.
In development
Follow-up communication automation
The app suggests the next step and prepares the message text. The user always confirms sending. Broader automation is planned.
In developmentExtension planned
Statistics and performance review
Sales funnel, monthly goals, sources of new clients and a comparison with the previous period.
In development
Apple ecosystem integration
Calendar, Reminders, Contacts and the system Messages and Mail apps. We are also preparing an Apple Watch companion and a Mac app.
In development
Intelligent sales workflow
Today this means linking steps by fixed rules: call, follow-up, meeting, service. An AI layer is planned.
In developmentAI layer planned
None of the features is commercially available yet, and their scope may change during testing.
AI roadmap
The future of sales productivity with AI.
These are the directions we want to explore once the core of the app has proven itself. Everything on this list is planned, not finished.
We use Claude Code while developing the app.
Claude API integration is planned, but is not yet implemented in production.
Advisor Flow is not an official partner or product of Anthropic.
- AI summaries of sales activityPlanned
- Intelligent meeting preparationPlanned
- Suggested next sales stepsPlanned
- Administration automationPlanned
- Conversational AI assistantPlanned
- Voice controlPlanned
- Integration with external services via MCPPlanned
Current development status
We are preparing real-world testing
Advisor Flow is built on practical experience from financial intermediation.
The first phase of testing will take place within an existing network of financial intermediaries. The aim is to gather real feedback, refine the user interface and make sure the app is stable.
After successful testing, we plan a commercial launch as a subscription.
-
2026
MVP development
We are building the core of a salesperson’s working day: calls, contacts, meetings, tasks and statistics.
In progress -
Next phase
Internal testing
Validating the app within an existing network of financial intermediaries and collecting feedback.
In preparation -
Future phase
Commercial launch
A monthly subscription after successful testing. No launch date has been set yet.
Planned
Who Advisor Flow is for
For people who live on calls and meetings.
Primary
- Financial intermediaries
- Financial advisors
- Sales managers
- Sales teams
Future segments
- Real-estate agents
- Independent salespeople
- B2B sales organisations
About the startup
About Advisor Flow
Building the future of sales productivity.
Advisor Flow is a new, self-funded B2B SaaS initiative started in Slovakia in 2026.
Built by a financial services professional, for professionals who understand that every minute spent on administration is a minute away from clients. It grows out of real, everyday sales practice rather than a theoretical concept.
We're building a native iOS application to streamline calls, appointments, follow-ups, tasks and performance analytics for financial advisors and sales teams.
The product is currently under active development.
We plan to validate it through internal testing with an established network of financial advisors before launching a commercial subscription model.
We use Claude Code to support product development and plan to integrate Claude API to build secure, responsible AI-powered productivity features, such as intelligent summaries, meeting preparation and workflow automation.
Our long-term vision is to provide an intelligent, scalable productivity platform for independent professionals and businesses.
Founder background
The founder has worked in financial services for approximately ten years and has operated as a sole proprietor since December 2021.
Advisor Flow is a new software product initiative, not a separately incorporated company.
- Founder
- Mário Tišťan
- Location
- Slovakia
- Product initiative started
- 2026
- Funding
- Self-funded
- Business model
- B2B SaaS (subscription planned)
Contact
Interested in Advisor Flow?
We are currently preparing internal testing of the app. If you are interested in future testing, collaboration or information about the project, get in touch.
Email: asistent@mariotistan.sk