# BlackCase — Financial Gap Analysis & CRM > Financial gap analysis and CRM connecting clients with licensed financial professionals. (iPhone/iPad app by Blackcase Marketing LLC.) - Source: https://appshunter.io/ios/app/blackcase/id6760735389 (this page in markdown: same URL + `.md`) - Developer: [Blackcase Marketing LLC](https://appshunter.io/developer/1886010935) - Category: Finance, Business - Price: Free - Rating: 5.00/5 from 2 App Store ratings · 3 written reviews indexed - Age rating: 4+ - Requires: iOS 15.0 · 4 MB - Languages: American English - Released: 2026-03-29 - Data updated: 2026-08-19 - Monetization: free - User reviews in markdown: https://appshunter.io/ios/app/blackcase/id6760735389/reviews.md ## What is BlackCase? Blackcase Financial connects you with licensed financial professionals to help you find and close gaps in your financial coverage. Use one secure platform to work with your advisor, agent, planner, or broker and keep your money decisions organized. Start with a free gap analysis. Answer a few clear questions about your income, savings, insurance, and retirement goals. Blackcase calculates your protection gaps and shows where your life, disability, and long term care coverage may fall short. Work directly with your financial professional. Schedule meetings with the AI powered booking assistant, join video calls, or place calls and send texts from inside the app. Keep every policy, account, and document connected to the right expert. Track your coverage over time. See your life insurance, annuity, and retirement accounts in one place. Monitor how changes in income, debt, or savings affect your long term plan and protection. Key features: • Free personalized financial gap analysis • AI powered scheduling for meetings and calls • Coverage tracking for retirement, life insurance, disability, and long term care • Central hub for your advisor, agent, planner, or broker • Tools to support tax, estate, and wealth planning Blackcase is built for clients and professionals who want clear insight, better planning, and stronger protection. Use it with your existing advisor or connect with a licensed professional who can help you review coverage, manage risk, and plan for the future. Patent Pending Technology © 2026 Blackcase Marketing LLC ## Key features - Free financial gap analysis - AI-powered scheduling - Coverage tracking - Centralized advisor hub - Tax, estate, and wealth planning tools ## Recent user reviews (3 of 3) All indexed reviews: https://appshunter.io/ios/app/blackcase/id6760735389/reviews.md ### 5/5 — Amazing Platform *2026-04-05* As a financial Professional this app has helped me out A LOT, thankyou so much for making my business ACTUALLY work **Developer response:** Thankyou so much! I'm glad that we were able to do that, if there is anything else we can help with feel more than free to reach out! ### 5/5 — Awesome CRM *2026-04-02* If you’re in the Financial, this is the perfect CRM for your space! As an advisor and insurance professional, this is the ultimate tool to use when it comes to scheduling in constant contact with clients save time, which is Money! ### 5/5 — I liked the app! *2026-03-31* This app makes finances 1000 times easier ## Frequently asked questions about BlackCase ### What is BlackCase? BlackCase is a financial app that connects you with licensed financial professionals to help you identify and close gaps in your financial coverage. It provides tools for analysis, planning, and managing your financial documents and policies. ### How does BlackCase help with financial gap analysis? BlackCase offers a free personalized financial gap analysis. By answering questions about your income, savings, insurance, and retirement goals, the app calculates your protection gaps and highlights areas where your coverage may be insufficient. ### Can I schedule meetings through BlackCase? Yes, BlackCase features an AI-powered booking assistant that allows you to schedule meetings, join video calls, and place calls or send texts directly within the app. ### What types of financial coverage can I track with BlackCase? You can track coverage for retirement accounts, life insurance, disability insurance, and long-term care insurance. The app helps you monitor how changes in your financial situation affect your long-term plan. ### Is BlackCase secure for my financial information? The app is designed as a secure platform for working with financial professionals and keeping money decisions organized. While specific security protocols are not detailed, it aims to centralize sensitive financial data. ### Does BlackCase support multiple financial institutions? The app focuses on connecting you with financial professionals and organizing your policies and accounts. It acts as a central hub for your advisor, rather than directly integrating with multiple banking institutions for transaction data. ### What devices does BlackCase support? BlackCase is available on iPhone, iPad, and iPod devices, catering to users within the Apple ecosystem. ### How often is BlackCase updated? The app was last updated on April 2, 2026, indicating recent development activity. The latest version is 1.1. ## Version history (last 5 releases) ### 3.0.19 — 2026-07-27 Polish and reliability across the app: • Smoother native scrolling • Cleaner AI voice assistant • Faster booking with add-to-calendar • Light-mode fixes throughout • Bug fixes and performance improvements ### 3.0.18 — 2026-07-26 Faster, cleaner sign-in Improved readability in light mode across the app Smoother, step-by-step advisor setup Text notifications for advisors — get a heads-up when a client books or messages you Reliability and performance improvements ### 3.0.17 — 2026-07-22 Fixed a status-bar display issue, moved the Back button to the top-left, and the loading screen now shows real progress. Stability improvements. ### 3.0.16 — 2026-07-20 • Sign in with Google or Apple using Face ID and passkeys • All-new lighter, cleaner design • Pull to refresh • Accurate loading progress and offline detection • Faster, smoother, and more stable throughout ### 3.0.6 — 2026-07-02 Reliability update: fixes a rare issue where the app could open to a sign-in page instead of BlackCase, plus faster, more stable startup. And a brand-new look on the App Store to match the app you already know. --- *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 2026-08-19.*