Apps Like ClientWise eXchange™ for iPhone and iPad
Connect with advisors and share insights
Manage client communications and team collaboration. Schedule coaching sessions, share resources, and track progress. Access training materials and participate in discussion forums. Sync with calendar apps and receive notifications.
ClientWise eXchange™ screenshots
Ranked alternatives
Showing 81–100 of 1,000 ranked alternatives.
RPAG
401(k) Producer Services, Inc.
Attend events, connect with advisors, explore trends
Attend virtual events to learn about next-gen trends and sales strategies. Collaborate with advisors and teams to discuss retirement industry solutions. Access insights and resources to enhance professional growth and business practices.
NCG Events
Nolan Consulting Group, Inc.
Host programs, share insights, connect leaders
Access program agendas and schedules. View session details and speaker information. Connect with Summit members and coaches. Share resources and messages. RSVP for and receive reminders.
Inflows
Essayas Investments, LLC
Connect with advisors and affiliates
Connect with financial advisors, asset managers, and financiers through private networking. Access exclusive content and events. Schedule and manage meetings. Share professional insights and resources. Track industry trends and opportunities.
Schwab Advisor Center® Mobile
The Charles Schwab Corporation
Manage client accounts from anywhere easily.
The app allows independent investment advisors to manage client accounts remotely. Advisors can access account balances, positions, and history, and deposit checks using mobile deposit.
Legacy Financial Advisors
Legacy Financial Advisors, LLC (U.S.)
Access accounts and documents
View newsfeed, attend Zoom calls with , access eMoney client portal, review Black Diamond performance reports, and communicate directly with .
Liberty IFA
Trust Company of America
Stay in touch with financial advisors.
The app provides authorized users with the Liberty Application from Axos Clearing LLC. It offers enhanced usability and mobility, allowing access to information on any mobile device.
Peakon
Workday, Inc
Share feedback, view insights, track focus areas
Employees can submit feedback and view their survey insights and manager's focus areas. Managers access team insights and prioritize actions. People leaders acknowledge feedback and collaborate on action plans.
achieve by Petra
Petra Securities Limited
Invest in goals and track progress
Manage investments with DigiSave, allowing access to funds while working towards medium to long-term goals. Set financial plans, monitor progress, and adjust contributions as needed.
Opal Wealth Advisors Portal
Opal Wealth Advisors, LLC
Access client and manage accounts
Access client for financial accounts, view portfolio performance, and communicate with . Submit requests, track transactions, and receive account updates directly through the .
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.