# Advisor Terminal — Made for Financial Advisors

> Made for Financial Advisors (iPhone/iPad app by Advisor Terminal Inc..)

- Source: https://appshunter.io/ios/app/advisor-terminal/id6739781933 (this page in markdown: same URL + `.md`)
- Developer: [Advisor Terminal Inc.](https://appshunter.io/developer/1787015233)
- Category: Finance, Productivity
- Price: Free
- Age rating: 17+
- Requires: iOS 15.1 · 25 MB
- Languages: English
- Released: 2025-01-27
- Data updated: 2026-05-12
- User reviews in markdown: https://appshunter.io/ios/app/advisor-terminal/id6739781933/reviews.md

## What is Advisor Terminal?

Advisor Terminal is the ultimate practice management solution for independent financial advisors. This app focuses on Actions, designed to help you track, assign, and complete practice-wide actions with ease. Manage your daily operations efficiently, ensuring compliance, seamless collaboration, and enhanced productivity.

Key Features of Actions:
• Create & Track Actions – Organize workflows with titles, descriptions, status tracking, and priority levels.
• Link to Clients & Households – Keep actions connected to specific clients for seamless tracking and compliance.
• Activity Log & Team Comments – Enhance team collaboration with real-time updates and comments.
• Today's Focus Management – Prioritize actions to stay on top of urgent priorities.
• Multi-Employee Team Access – Assign actions, collaborate, and track effortlessly.

Advisor Terminal Features:
• Meeting Notes – AI-enhanced voice dictation, compliance checklists, and trade order integration.
• Centralized Dashboard – Gain real-time visibility into outstanding actions, team progress, and priorities.
• Actions Tracking – Monitor and adjust your workflows as they move through different stages.
• Securities Database – Maintain compliant records, auto-update MERs, and track stocks, funds, and bonds.
• Wealth Path – Fast account value forecasting, tax planning, and market volatility simulations.
• Client Hub – A streamlined CRM for advisors, including mass-import, household structuring, and financial highlights.
• Portfolio Shift – Smart portfolio rebalancing with CSV imports, target allocations, and trade order generation.
• Blueprints – Standardize and store key client details, including household structure, income, assets, liabilities, insurance, cashflow, and financial goals, for a more streamlined and informed advisory process.

Note: This app requires an existing Advisor Terminal profile and account to use. Sign in to access your advisor workflow and action management system.


## Version history (last 2 releases)

### 1.10 — 2025-01-28

Small refinements for a faster, smoother experience.

### 1.0 — 2025-01-27

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 2026-05-12.*