Manage client information, notes, tasks, and documents on the go. This app provides advisors with essential tools for client management in a mobile-friendly format.






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Whether you want more options like Indivisible Partners or a completely different take on the same concept, our curated list of 10+ similar apps has you covered. Updated for 2026 with the latest ratings and comparisons.






Manage client information, notes, tasks, and documents on the go. This app provides advisors with essential tools for client management in a mobile-friendly format.











This app provides a full-featured financial calculator experience, replicating the functionality of a popular physical model. It offers an audit tape for tracking calculations, a unit converter with currency exchange rates, and various worksheets with interactive graphs for financial analysis. Optimized for modern devices with high-resolution graphics and support for multiple orientations.