# Advisys Mobile > Mobile financial planning and client engagement tool for asset protection. (iPhone/iPad app by Advisys, Inc.) - Source: https://appshunter.io/ios/app/advisys-mobile/id1192071579 (this page in markdown: same URL + `.md`) - Developer: [Advisys, Inc](https://appshunter.io/developer/1192071578) - Category: Finance, Productivity - Price: Free - Rating: 4.80/5 from 4 App Store ratings - Age rating: 4+ - Requires: iOS 10.0 · 75 MB - Languages: American English - Released: 2017-06-08 - Data updated: 2026-08-15 - Monetization: free - User reviews in markdown: https://appshunter.io/ios/app/advisys-mobile/id1192071579/reviews.md ## What is Advisys Mobile? Powerful Conversations Start Here. Today face-to-face conversations about planning and protecting a client’s family and assets can happen anywhere. Now with Advisys Mobile you can make an amazing first impression wherever the conversation might be. The companion app to the Advisys planning platform, Advisys Mobile for iPad allows you to answer client questions, handle objections, gather data and create meaningful, powerful conversations on the go. While connected to Wi-fi, users can create a client profile that will seamlessly sync with their Advisys Platform, making data gathering and initial appointments a breeze. Features Include: Over 100 Educational Reports and Calculators - Motivate clients to action and handle objections with easy to understand concept pieces and simple input calculators. Dynamic Fact Finders – Easily create custom fact finders based on 11 unique client areas of need. Collected data automatically syncs with your Advisys Platform when connected to Wi-fi Digital Yellow Pad – Don’t lose what you love. Take client notes or record soft questions ahead of your client meetings just like your favorite yellow pad. Notes are automatically merged with your client file when connected to Wi-fi Connected or Not – Work with or without being connected to the internet. All the features found inside of Advisys Mobile can be used without a Wi-fi connection. The data is securely stored on your iPad and then automatically synced with your Advisys Platform the next time you are connected. Never worry about a reliable internet connection again. Advisys mobile can greatly enhance your everyday client interactions and increase your ability to prospect in the field. Try it today to: “Be Your Best When It Matters Most; When Face to Face with Clients and Prospects ™ Trust Advisys ## Key features - Client profile creation and syncing - 100+ educational reports and calculators - Dynamic, customizable fact finders - Digital note-taking for client meetings - Offline functionality with secure data storage - Seamless data sync with Advisys Platform ## Frequently asked questions about Advisys Mobile ### What is Advisys Mobile? Advisys Mobile is a companion app for the Advisys planning platform, designed to help financial professionals conduct client conversations about planning and protecting assets. It allows for data gathering, answering client questions, and creating meaningful discussions anywhere. ### Can Advisys Mobile be used without an internet connection? Yes, Advisys Mobile can be used offline. All features are available without a Wi-Fi connection, and data is securely stored on your device, syncing automatically when you reconnect. ### What kind of financial tools are available in Advisys Mobile? The app includes over 100 educational reports and calculators to help motivate clients and handle objections. It also features dynamic fact finders that can be customized based on 11 unique client areas of need. ### How does Advisys Mobile handle client notes? Advisys Mobile includes a Digital Yellow Pad feature, allowing users to take client notes or record soft questions just like on a physical notepad. These notes are automatically merged with the client file when connected to Wi-Fi. ### What devices support Advisys Mobile? Advisys Mobile is supported on iPhone, iPad, and iPod devices. It is designed to enhance client interactions on the go across these Apple platforms. ### How often is Advisys Mobile updated? The latest version of Advisys Mobile is 1.1.0, which was last updated on July 13, 2020. Users can expect updates to improve functionality and add new features over time. ### What is the user rating for Advisys Mobile? Advisys Mobile has a high user rating of 4.8 stars, based on 4 ratings. This indicates a very positive reception from its user base. ### Does Advisys Mobile have ads? No, Advisys Mobile does not contain advertisements. The app is free to download and use without any ad interruptions. ## Version history (last 5 releases) ### 1.1.0 — 2020-07-13 UI redesign, new features, bug fixes ### 1.0.12 — 2019-09-04 Bug fixes and improved UI. ### 1.0.8 — 2019-01-12 Feature and stability enhancements ### 1.0.7 — 2017-11-15 Performance improvements and improved fact finder experience. ### 1.0.6 — 2017-10-25 Enhancements to calculators and fact finders ## Apps similar to Advisys Mobile | App | Rating | Price | Category | | --- | --- | --- | --- | | [Freedom CU (UT) Card App](https://appshunter.io/ios/app/freedom-cu-ut-card-app/id1644165896) | 4.5 (2) | Free | Finance | | [CerescoBank Mobile](https://appshunter.io/ios/app/cerescobank-mobile/id1436508076) | 4.9 (52) | Free | Finance | | [LIFE Quotes by LIFE Brokerage](https://appshunter.io/ios/app/life-quotes-by-life-brokerage/id1462459425) | — | Free | Finance | | [Webber Advisors FSA Mobile](https://appshunter.io/ios/app/webber-advisors-fsa-mobile/id6479535031) | — | Free | Finance | | [Mortgage Calc & Amortization](https://appshunter.io/ios/app/mortgage-calc-and-amortization/id6553968721) | 5.0 (3) | Free | Finance | | [Term Life Insurance Quotes](https://appshunter.io/ios/app/term-life-insurance-quotes/id871347752) | 5.0 (2) | Free | Finance | --- *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 2026-08-15.*