# Advisor App: Prospect & Close — Built for Financial Advisors

> Mobile CRM for financial advisors to manage prospecting and client pipelines. (iPhone/iPad app by Dakota Clark.)

- Source: https://appshunter.io/ios/app/advisor-app-prospect-and-close/id6737241411 (this page in markdown: same URL + `.md`)
- Developer: [Dakota Clark](https://appshunter.io/developer/1775506428)
- Category: Finance, Business
- Price: Free with in-app purchases
- Rating: 5.00/5 from 6 App Store ratings · 4 written reviews indexed
- Age rating: 4+
- Requires: iOS 15.1 · 45 MB
- Languages: English
- Released: 2026-06-11
- Data updated: 2026-07-20
- Monetization: subscription
- User reviews in markdown: https://appshunter.io/ios/app/advisor-app-prospect-and-close/id6737241411/reviews.md

## What is Advisor App?

Advisor App is the prospecting and pipeline management tool built by a CFP, for financial advisors and insurance agents.
Most CRMs are built for a desk. Advisor App is built for the field. When you're out networking, at a conference, or sitting across from a prospect, your iPhone is your most powerful tool. Advisor App puts your entire pipeline in your pocket — so you can capture leads, track conversations, and manage your business from anywhere.
Whether you're an independent advisor or at a major firm, Advisor App gives you the lightweight, mobile-first alternative to the clunky desktop CRMs your company provides.
Features:
• Prospect pipeline with stage tracking
• AUM and commission pipeline metrics
• Annual goal tracking with progress indicators
• Priority-based task management
• Business card rolodex
• Clean, fast interface built for producers on the move
Your desk CRM tracks your past. Advisor App helps you build your future.
Advisor App requires a subscription. A 14-day free trial is included for new subscribers. Plans are available at $9.99/month or $59.99/year
Terms of Service: https://flowstateapps.net/terms-conditions

## Key features

- Prospect pipeline with stage tracking
- AUM and commission metrics
- Annual goal tracking
- Priority task management
- Business card rolodex
- Mobile-first interface

## Pricing and in-app purchases

Base price: Free.

**Subscriptions**

| Subscription | Price | Period |
| --- | --- | --- |
| Advisor App Annual | $59.99 | per year |
| Advisor App Monthly | $9.99 | per month |


## Recent user reviews (4 of 4)

All indexed reviews: https://appshunter.io/ios/app/advisor-app-prospect-and-close/id6737241411/reviews.md

### 5/5 — Great app

*2026-06-25*

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

### 5/5 — Game changer

*2026-06-25*

This app is built for winners.

### 5/5 — Built for advisors, not administrators

*2026-06-24*

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.

### 5/5 — Best Organizational App

*2026-06-22*

This makes keeping prospects organized so much easier. Highly recommend

## Frequently asked questions about Advisor App

### 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.

## Version history (last 4 releases)

### 1.3.0 — 2026-06-24

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

### 1.2.0 — 2026-06-16

Improved keyboard experience throughout the app — all text fields now show a Done button and fields stay visible while typing. Tapping outside a field dismisses the keyboard. Bug fixes and performance improvements.

### 1.1.0 — 2026-06-14

Full account sync — your prospects, goals, and tasks now save to your account and are available across devices. Business card rolodex with photo capture and cloud storage. Simplified pipeline stages. Performance improvements and bug fixes.

### 1.0 — 2026-06-11

No release notes.

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-07-20.*