# Swivel Portal — Companion app for Swivel CRM

> Companion app for Swivel CRM (iPhone/iPad app by Advisor First LLC.)

- Source: https://appshunter.io/ios/app/swivel-portal/id6737123566 (this page in markdown: same URL + `.md`)
- Developer: [Advisor First LLC](https://appshunter.io/developer/1696608592)
- Category: Business
- Price: Free
- Age rating: 4+
- Requires: iOS 15.1 · 36 MB
- Languages: English
- Released: 2025-03-25
- Data updated: 2026-07-08
- User reviews in markdown: https://appshunter.io/ios/app/swivel-portal/id6737123566/reviews.md

## What is Swivel Portal?

Swivel Portal is the companion mobile app to Swivel CRM's web-based application. The Swivel Client Portal gives clients access into information directly from their agent or advisor. Clients can view a snapshot of their accounts and policies at a point in time as well as their upcoming appointments. They also can view company, agent, advisor, or staff contact information directly from the portal. 

Key features include: 

	• Real-time sync: Get updates directly from your agent or advisor directly in your client portal login including appointments scheduled and account or policy updates.
	• Enhanced trust: Accurate and timely information in just a few taps by viewing your account and policy snapshot at anytime.
	• Upcoming Appointments : Access your upcoming appointments with your agent's office directly from the client portal login so you always know when your next meeting is.
	• Stay in Touch - Access your agent's contact information or the agency contact information to easily stay in touch with anything that you need from anywhere.
	

Download Swivel Portal today and access information you need anytime!


## Version history (last 5 releases)

### 1.7.1 — 2026-07-01

Fix UI/UX for force update.

### 1.5.1 — 2026-06-23

Fix Swivel Summary PDF Viewer

### 1.4.1 — 2026-06-03

Minor enhancements in UI and performance

### 1.4.0 — 2026-04-01

Fix the error in company and staff profiles.

### 1.3.2 — 2026-03-08

UI Improvements
Performance Improvements

## Apps similar to Swivel Portal

| App | Rating | Price | Category |
| --- | --- | --- | --- |
| [Agent BackOffice](https://appshunter.io/ios/app/agent-backoffice/id1224542391) | 5.0 (15) | Free | Business |
| [COACHG](https://appshunter.io/ios/app/coachg/id6523434568) | — | Free | Business |
| [Redtail Speak](https://appshunter.io/ios/app/redtail-speak/id1565188741) | 2.2 (18) | Free | Business |
| [Toolkit CRM](https://appshunter.io/ios/app/toolkit-crm/id1472002787) | 4.0 (1) | Free | Business |
| [Pareto Systems](https://appshunter.io/ios/app/pareto-systems/id1447721417) | 5.0 (3) | Free | Business |

## More apps by Advisor First LLC

- [Swivel Connect](https://appshunter.io/ios/app/swivel-connect/id6451197008)

All apps by Advisor First LLC: https://appshunter.io/developer/1696608592

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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 2026-07-08.*