# AdvisorWorkspace

> AdvisorWorkspace (iPhone/iPad app by Pedro Ignacio.)

- Source: https://appshunter.io/ios/app/advisorworkspace/id6807597065 (this page in markdown: same URL + `.md`)
- Developer: [Pedro Ignacio](https://appshunter.io/developer/6790180536)
- Category: Business, Productivity
- Price: Free with in-app purchases
- Age rating: 4+
- Requires: iOS 17.0 · 6 MB
- Languages: American English
- Released: 2026-10-15
- Data updated: 2026-10-25

## What is AdvisorWorkspace?

Advisor Workspace brings client records, appointments, meeting notes, reviewed recaps and follow-ups into a private professional workspace.

Practice brings Relationships, New business, Claim service and Renewal reviews together. Track workflow status and entries, choose optional local reminders, and preview supported legacy exports before importing. Original imported files remain exportable and repeat imports preserve local edits. Organize households and contacts, prepare meetings, review selected product documents, draft recaps and track the next action. Calendar exports, conferencing links and user-approved communication composers keep you in control of external actions. Supported on-device speech and Apple Intelligence features depend on compatible hardware, language and system availability. Generated drafts require human review.

Records stay locally on your device. No remote account, advertising or tracking service is required. Device authentication protects access. Export a portable backup and delete local data through Data & Sync. The paired Watch provides limited meeting, recap and follow-up quick actions; it does not contain full client records.

Pro access is offered through monthly and annual auto-renewing subscriptions. Apple displays the current local price and eligibility before purchase. Manage or cancel in Apple Account settings and restore eligible purchases in the app. Saved records remain readable and exportable after Pro expires.

Home connections open separate apps. A reviewed follow-up file requires a separate contact selection, review and save in Home. No automatic CRM synchronization or client outreach occurs.

Advisor Workspace organizes professional work and reviewed drafts; it does not replace carrier-approved systems or provide automated insurance, financial, investment, legal, tax or medical advice.

Terms of Use: https://www.apple.com/legal/internet-services/itunes/dev/stdeula/
Privacy: https://www.brightpathventuresgroup.com/privacy-policy-financial-clarity-ai

## Pricing and in-app purchases

Base price: Free.

**Subscriptions**

| Subscription | Price | Period |
| --- | --- | --- |
| Advisor Workspace Pro Monthly | $14.99 | per month |
| Advisor Workspace Pro Annual | $149.99 | per year |


## Is AdvisorWorkspace safe?

Not enough ratings yet to assess AdvisorWorkspace.

## Is AdvisorWorkspace legit?

AdvisorWorkspace appears legitimate, with a few gaps. The AppsHunter Legitimacy Score for AdvisorWorkspace is 65 out of 100 points across 7 verification signals from App Store and developer data.


## Version history (last 2 releases)

### 1.1 — 2026-10-21

Practice now brings Relationships, New business, Claim service and Renewal reviews into AdvisorWorkspace. Import supported exports from AgentHub, CaseFlow, ClaimsCare and Client Renewal Review with a preview before saving. Existing records and local edits are preserved; original import files remain exportable. BrightPath Home shortcuts can open the corresponding Practice workflow after normal unlock. This update also clears the global Home banner, keeps five primary tabs visible, and clarifies Pro subscription access.

### 1.0 — 2026-10-16

No release notes.

## More apps by Pedro Ignacio

- [FinancialClarity](https://appshunter.io/ios/app/financialclarity/id6790277383)
- [FutureReceipt](https://appshunter.io/ios/app/futurereceipt/id6792200942)
- [BrightPathCardWallet](https://appshunter.io/ios/app/brightpathcardwallet/id6799907991)
- [ClientRecap](https://appshunter.io/ios/app/clientrecap/id6801927055)
- [FixBack](https://appshunter.io/ios/app/fixback/id6801927609)
- [CommissionCheck](https://appshunter.io/ios/app/commissioncheck/id6806553714)

All apps by Pedro Ignacio: https://appshunter.io/developer/6790180536

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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 2026-10-25.*