# Connect Mobile Next

> Mobile productivity tool for financial advisors to manage client tasks and questions. (iPhone/iPad app by JPMorgan Chase.)

- Source: https://appshunter.io/ios/app/connect-mobile-next/id6478784961 (this page in markdown: same URL + `.md`)
- Developer: [JPMorgan Chase](https://appshunter.io/developer/358275541)
- Category: Finance
- Price: Free
- Rating: 5.00/5 from 2 App Store ratings
- Age rating: 4+
- Requires: iOS 17.0 · 149 MB
- Languages: English
- Released: 2024-03-21
- Data updated: 2026-08-26
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/connect-mobile-next/id6478784961/reviews.md

## What is Connect Mobile Next?

Connect Mobile Next delivers simple and intuitive tools to make Advisors more productive while away from the desk. 

Provides access to key tools for Advisors to answer basic client questions and complete common tasks quickly and compliantly through mobile.

## Key features

- Client question answering
- Common task completion
- Mobile access
- Advisor productivity
- Compliant operations


## Frequently asked questions about Connect Mobile Next

### What is Connect Mobile Next used for?

Connect Mobile Next provides financial advisors with tools to answer client questions and complete common tasks efficiently on their mobile devices, enhancing productivity.

### Is Connect Mobile Next free to use?

Yes, Connect Mobile Next is available for free, as indicated by its pricing model.

### What devices support Connect Mobile Next?

Connect Mobile Next is a mobile application, designed for use on smartphones and tablets. Specific device compatibility is not detailed but it operates on mobile platforms.

### How often is Connect Mobile Next updated?

The latest version is 5.0.12, last updated on 2026-05-12. This suggests regular updates to maintain functionality and security.

### What is the age rating for Connect Mobile Next?

Connect Mobile Next has an age rating of 4+, making it suitable for a wide range of users.

### Who developed Connect Mobile Next?

Connect Mobile Next was developed by JPMorgan Chase, a well-established financial institution.

### What are the security features of Connect Mobile Next?

As a financial tool from JPMorgan Chase, Connect Mobile Next is expected to adhere to high security standards for client data and transactions, though specific features are not detailed.

### Does Connect Mobile Next support multiple financial institutions?

The description focuses on tools for advisors, implying it's likely tailored for advisors associated with JPMorgan Chase rather than a broad aggregator of multiple institutions.

## Version history (last 5 releases)

### 5.0.20 — 2026-08-21

- Conversation Feeds: “My Call Notes,” “My Principals,” and “All,” plus the Conversation Detail view, with filters for “Sort by” and “Contact type,” pagination, and client-side search.
- Notification Preferences: Notification settings can now be configured from the More Tab.
- Notes List: Separate tabs for Actioned and Unactioned notes are now available in the list view.

### 5.0.19 — 2026-08-05

Features and Enhancements
1. Real time post meeting notes logged indicator
2. Start / End of day in app notfications

### 5.0.18 — 2026-07-27

1. Rich text in Briefing Notes: Added rich-text formatting and paste-preservation support for Briefing Notes across desktop and mobile — including storage, rendering, and editing.
2. Simplified Briefing Note entry: Removed the title field from Meeting Briefing Notes.
3. Meeting notes indicator: Added a visual indicator on the Calendar List View (Meetings screen) when a meeting has post-meeting notes logged.
4. Start / End of My Day: Post-meeting and unactioned notes cards now refresh in real time and auto-clear after 48 hours or once actioned - Feature Fenced.
5. Meeting brief access controls: Add-brief note option is now restricted to Dream Team members and only available before the meeting start time; Senior Advisors see a read-only brief when one has been entered.

### 5.0.17 — 2026-07-18

Features and Enhancements
1. Pause dictation - Manual and call / audio-session interruption
2. Deals: Simplify deal and principal outreach statuses
3. Removed local notifications for notes share

### 5.0.16 — 2026-07-08

Features & Enhancements

1. Deals tab: Added pinning and filtering.
2. Notes (mobile): Actioned notes are now removed from the notes list.
3. Notes & Briefing Notes: Added an Undo button in the action bar.
4. Touchpoints: Introduced a touchpoint summary detail view.
5. Financials: Financial totals now display at the top with a year toggle.
6. Analytics: Improvements to Top 200 analytics.

Updates
1. Added support for push notifications.
2. Improved briefing notes update experience.

## More apps by JPMorgan Chase

- [摩通窩輪牛熊證智庫](https://appshunter.io/ios/app/id455835893)
- [Prime on J.P. Morgan Markets](https://appshunter.io/ios/app/prime-on-jp-morgan-markets/id893989818)
- [J.P. Morgan PaymentNet Mobile](https://appshunter.io/ios/app/jp-morgan-paymentnet-mobile/id1567370185)
- [JPMC MyWorkplace](https://appshunter.io/ios/app/jpmc-myworkplace/id1605174350)
- [J.P. Morgan Dash](https://appshunter.io/ios/app/jp-morgan-dash/id1642309518)
- [JPMC Ink News](https://appshunter.io/ios/app/jpmc-ink-news/id6443737199)

All apps by JPMorgan Chase: https://appshunter.io/developer/358275541

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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 2026-08-26.*