Best apps like Advisors Excel Events

0.0(0 ratings)

Free

Swivel Connect by Advisor First, LLC

Companion app for Swivel CRM

Strong Contender

5.0(5 ratings)

Free

Access your CRM data and manage client relationships on the go. This app synchronizes in real-time with your web-based CRM, allowing you to view client information, schedule appointments, and complete tasks from your mobile device.

EquiTrust Agent App by EquiTrust Life Insurance Company

Worth Considering

by Zocks Communications, Inc.

5.0(3 ratings)

Free

Access annuity and life product details, new business information, and commission data. Receive personalized alerts to enhance operational efficiency. Requires an active EquiTrust Agent Website login.

More apps like Advisors Excel Events

Zocks

AI-generated meeting prep notesCRM and email data integrationOne-tap voice recording

Streamline your financial advisory work with an AI assistant. Automate meeting preparation, documentation, and follow-up tasks directly from your mobile device. Focus more on client relationships and less on administrative burdens.

(35)

free

by Redtail Technology, Inc.

Redtail Speak

Compliant client textingReal-time staff collaborationSearchable message archiving

This app provides a secure and compliant platform for financial advisors to text message clients and collaborate with staff. It offers real-time communication, automatic archiving, and integration with CRM systems for enhanced client relationships and team efficiency.

(18)

ad-supported

by Redtail Technology, Inc.

Redtail CRM

Access client contact informationManage calendar and schedule activitiesView and edit contact details

Manage client relationships with access to contact information, calendar items, and CRM capabilities on the go. Stay connected to clients, prospects, and your team with features for scheduling, communication, and data management.

free with in-app purchases

(675)

CRM for Financial Advisors

Wealthbox

Client relationship managementContact management with quick actionsRedesigned calendar and task management

Manage client relationships and firm activities with this comprehensive CRM mobile app. It offers secure login, contact management with quick actions, and a redesigned calendar. Stay organized with task, opportunity, and project management features, all synced with the web version.

(1.7K)

free

Save Time and Increase Replies

BombBomb

Record videos on iPhone/iPadSend video via email or textAdd videos from camera roll

Record and send video messages to connect with prospects and clients more effectively. Save time by talking instead of typing and gain insights with real-time tracking of engagement. Improve communication and drive better results.

free with in-app purchases

(15K)