This app provides secure mobile access for financial advisors to manage client information, place trades, and communicate with clients. It offers quick business insights, performance tracking, and workflow management tools.
3.7(3 ratings)
Free
Top Picks for Advisor 360
Investor360° by Advisor360°, LLC
Strong Contender
💰 Finance
2.7😞(117 ratings)
Free
Gain a comprehensive view of your entire financial life with real-time data and detailed account breakdowns. Securely communicate with advisors and access your financial information anytime, anywhere.
What We Love
- ✨ New design appreciated
- 🚀 Real-time data loading
- 👍 Mobile friendly interface
- 😊 Works flawlessly (new version)
Room to Improve
- ❌ Login loop issues
- ❌ Cannot log in
- ❌ App unusable
- ❌ Limited functionality
- ❌ Poor UI/UX
- ❌ Missing features
- ❌ Inconvenient desktop fallback
Parrot AI by Advisor360° by Advisor360°, LLC
Worth Considering
💰 Finance
4.8(5 ratings)
Free
This mobile assistant helps financial advisors save time by managing client information, capturing meeting details, and providing instant insights. It allows for seamless client communication and organization, keeping all client interactions connected.
