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
2.8(93 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.
Wealthscape℠ by National Financial Services LLC
Worth Considering
💰 Finance
4.8😞(2.7K ratings)
Free
This app provides brokers and advisors with secure mobile access to critical brokerage information. It enhances client responsiveness and practice management with features like biometric login, account overviews, and transaction tracking.
What We Love
- 👍 Easy to use
- 🚀 Smooth check deposit
- 💡 Helpful for administrative tasks
Room to Improve
- 🐛 App freezes when depositing checks
- 🐛 Crashes when making deposits
- 🐛 Unresponsive after updates
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Schwab Advisor Center® Mobile
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Dominant: AI Portfolio Advisor
Manage Stocks, Crypto & ETFs
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This app uses AI to help you build and manage a diversified investment portfolio. Get personalized recommendations, actionable insights, and smart alerts to stay ahead in fast-moving markets. Learn about your investments with educational content and AI explanations.
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