# FLEX Connect Mobile

> FLEX Connect Mobile (iPhone/iPad app by Sowell Financial Services, LLC.)

- Source: https://appshunter.io/ios/app/flex-connect-mobile/id6473748888 (this page in markdown: same URL + `.md`)
- Developer: [Sowell Financial Services, LLC](https://appshunter.io/developer/1708061677)
- Category: Business
- Price: Free
- Age rating: 17+
- Requires: iOS 12.0 · 13 MB
- Languages: English
- Released: 2023-12-28
- Data updated: 2026-05-18
- User reviews in markdown: https://appshunter.io/ios/app/flex-connect-mobile/id6473748888/reviews.md

## What is FLEX Connect Mobile?

FLEX Connect Mobile app provides greater visibility into both clients' overall financial picture and FLEX Connect's wealth advisory services.

For clients, the app lets you:
   • View your accounts in a consolidated manner
   • See up-to-date performance returns and holdings on the household, account and portfolio levels
   • Access to your document vault where quarterly statements and other important documents reside
   • Household allocation by asset class
   • Details and Contact Information for FLEX Connect and your Wealth Advisor
   • And now with an improved interface and user experience

For Wealth Advisors, the app lets you:
   • Search within your clients and see a consolidated view of accounts, portfolios, and holdings
   • Review your upcoming CRM calendar as a whole or by client.

This application is free to download.


## Version history (last 1 release)

### 3.4.0 — 2024-07-19

Bug fix

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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 2026-05-18.*