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
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Investor360° by Advisor360°, LLC
Strong Contender
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2.7(114 ratings)
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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.
Parrot AI by Advisor360° by Advisor360°, LLC
Worth Considering
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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.
