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Advisor App: Prospect & Close

Advisor App: Prospect & Close

Built for Financial Advisors

6 ratings
4 reviews
💼 Business
💰 Finance
Free
In-App Purchases

Details

  • Released
  • Updated
  • June 11, 2026
  • June 24, 2026

Features

Developer

Dakota Clark
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About

This mobile tool helps financial advisors and insurance agents manage their prospecting and client pipelines. It offers a lightweight, mobile-first alternative to desktop CRMs, allowing users to capture leads, track conversations, and manage their business from anywhere.

✓Prospect pipeline with stage tracking
✓AUM and commission metrics
✓Annual goal tracking
✓Priority task management
✓Business card rolodex
✓Mobile-first interface
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What's New in Advisor App

1.3.0

June 24, 2026

Added Face ID for fast, secure sign-in. Strengthened password requirements. Improved keyboard behavior across all screens. Bug fixes and performance improvements.

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Subscription plans

Advisor App Annual

Full access to all Advisor App features.

$59.991 Year
14 Days trial
How to cancel Advisor App subscription ⁉️

User reviews

Most RecentHighest RatedLowest Rated

Great app

Great app for business planning, eliminates my need for old school methods, highly recommend
Tpan767Tpan767

Game changer

This app is built for winners.
All about My FUNAll about My FUN

Built for advisors, not administrators

I’ve been using Advisor App for a few weeks now, and it’s quickly become my go-to tool for managing my pipeline. As a financial advisor, I’m constantly meeting people on the go, and most CRMs feel like they were designed for someone sitting at a desk all day. Advisor App is different.

I can update a prospect’s stage, add notes, or snap a photo of a business card from my phone in seconds. The goal-tracking feature helps keep me accountable and gives me a clear picture of where I stand against my annual targets. Face ID login is another small but meaningful touch that makes using the app effortless.

The experience is simple, fast, and intuitive. It feels like it was built by people who truly understand what advisors need in their day-to-day business. Highly recommend.
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Doom pigeonDoom pigeon

Best Organizational App

This makes keeping prospects organized so much easier. Highly recommend
KarenLAYoungKarenLAYoung

FAQ

What is Advisor App?

Advisor App is a mobile CRM designed for financial advisors and insurance agents. It helps users manage their prospecting, track client interactions, and monitor business pipelines directly from their mobile devices.

Who is Advisor App built for?

Advisor App is specifically built for financial advisors and insurance agents, offering a mobile-first approach to CRM functionalities that are often desktop-bound.

Does Advisor App have ads?

No, Advisor App does not contain advertisements. It is a subscription-based service focused on providing a clean user experience for financial professionals.

What are the subscription costs for Advisor App?

Advisor App offers two subscription plans: $9.99 per month or $59.99 per year. Both plans include a 14-day free trial for new subscribers.

What devices does Advisor App support?

Advisor App is available on iPhone, iPad, and iPod. It is designed to be a powerful tool for users on the go.

How often is Advisor App updated?

The latest version of Advisor App is 1.2.0, which was last updated on June 16, 2026. Updates are released to improve functionality and user experience.

What is the age rating for Advisor App?

Advisor App has an age rating of 4+, making it suitable for a wide range of users. This rating indicates general appropriateness for most audiences.

Can I try Advisor App before subscribing?

Yes, Advisor App offers a 14-day free trial for all new subscribers. This allows users to explore the features and benefits before committing to a paid subscription.