Best GeoWealth alternatives: apps like GeoWealth

0.0(0 ratings)

Free

FLEX Connect Mobile by Sowell Financial Services, LLC

Strong Contender

0.0(0 ratings)

Free

Wealthbox by Starburst Labs, Inc.

CRM for Financial Advisors

Worth Considering

by Redtail Technology, Inc.

4.8😊(1.7K ratings)

Free

Manage client relationships and firm activities with this comprehensive CRM mobile app. It offers secure login, contact management with quick actions, and a redesigned calendar. Stay organized with task, opportunity, and project management features, all synced with the web version.

What We Love

🚀 Game changer
👍 Great interface
👍 Intuitive and easy to use
👍 Excellent design
👍 Flexible and easy to use
👍 Beautiful platform with all the features

Room to Improve

🐛 Constantly crashes
🐛 Problems loading and glitches
🐛 Paid integration not working
🐛 Horrible phone app
🐛 Cumbersome to use vs browser version
🐛 Freezes after login
🐛 Worthless mobile app

More apps like GeoWealth

Redtail CRM

Access client contact informationManage calendar and schedule activitiesView and edit contact details

Manage client relationships with access to contact information, calendar items, and CRM capabilities on the go. Stay connected to clients, prospects, and your team with features for scheduling, communication, and data management.

free with in-app purchases

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Future Proof Festival

by Advisor Circle

Exclusive content accessImmersive event experienceNetworking opportunities

This event app connects financial professionals for networking and exclusive content. It facilitates pre-scheduled meetings and provides an immersive experience for attendees of the world's largest wealth festival.

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by Zocks Communications, Inc.

Zocks

AI-generated meeting prep notesCRM and email data integrationOne-tap voice recording

Streamline your financial advisory work with an AI assistant. Automate meeting preparation, documentation, and follow-up tasks directly from your mobile device. Focus more on client relationships and less on administrative burdens.

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free

CloudTalk Go

by CloudTalk.io

International callingSMS and MMS with templatesWhatsApp Inbound Messages

This app provides a powerful international call center solution for mobile devices. Handle customer calls, manage contacts, and integrate with business tools from anywhere. It offers advanced call management features and analytics for improved productivity.

free with in-app purchases

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