Best Advisor Texting Software Apps

0+ iOS apps curated and reviewed

4.4 avg rating
20 free apps
Updated June 2026

Looking for free advisor texting software apps? 20 of our 0+ tracked titles are free to download — no subscription, no trial. The rest are premium picks worth paying for.

Top Picks for Advisor Texting Software

SimpleTexting#1

SimpleTexting by Made Simple Ventures LLC

Business texting service
Editor's Choice
💼 Business
4.7😞(3.2K ratings)
Free
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Reach large groups or connect one-on-one using SimpleTexting to send mass texts, engage in two-way messaging, set up automated texts, and manage contacts easily. Simplify communication and streamline texting for your business with over 17,000 satisfied customers.

What We Love

  • 🚀 Easy to use
  • 👍 User-friendly interface
  • 💡 Helpful for businesses
  • 🚀 Efficient mass messaging

Room to Improve

  • 🐛 Frequent crashes and bugs
  • 🐛 Unreliable notifications
  • 🐛 Slow loading and performance issues
Quo (formerly OpenPhone)#2

Quo (formerly OpenPhone) by OpenPhone Technologies Inc

Business calling and texting
Strong Contender
💼 Business
4.4😊(11K ratings)
FreeIn-App Purchases
#58in Business
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This application provides teams with a comprehensive phone system, offering features like unlimited calling and texting, a lightweight CRM, integration with various platforms, and exceptional customer support. Users can easily manage business communications, keep personal and business numbers separate, and try it for free for 7 days. Get started in minutes with no long-term commitment.

What We Love

  • 🚀 Great phone
  • 👍 Fantastic App
  • 👍 Great app!
  • 👍 Great service

Room to Improve

  • 🔇 Unable to mute individual numbers
  • 🐛 SMS notifications don't alert sometimes
  • 🔒 Forced to let AI read all of our messages
EFE#3

EFE by Edelman Financial Engines, LLC

Your Investment Advisor
Worth Considering
💰 Finance
4.6😐(7.3K ratings)
FreeAds
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Access your account information quickly and easily with EFE, your personal investment advisor. Stay on top of your financial goals and track your progress effortlessly. Download now for seamless account management.

What We Love

  • 👍 User-friendly
  • 🚀 Easy to navigate
  • 💡 Comprehensive account information
  • 🔒 Secure login process

Room to Improve

  • 🐛 Inconsistent data updates
  • 🔍 Limited functionality compared to website
  • 🔍 Difficulty linking external accounts

More Advisor Texting Software apps to explore

4
Vanguard: Save, Invest, Retire
Vanguard: Save, Invest, Retire
Vanguard: Save, Invest, Retire
Investing, Advice, Retirement
Free

The Vanguard app provides easy mobile investing and account management with features like tracking account performance, making trades, and accessing support. Stay on top of your investments and financial goals conveniently from your mobile device.

💰 Finance
(177K)
5
Edward Jones
Edward Jones
Edward Jones
Track your goals on-the-go
Free

Track your financial goals on-the-go with our app! Easily view account details, track goal progress, message your team, deposit checks, and more, all with built-in security features.

💰 Finance
(131K)
6
YNAB
YNAB
YNAB
Never worry about money again
Free

Start changing your money mindset with a set of habits to spend purposefully, save aspirationally, and give generously. Join millions in improving your financial outlook and sign up for a one-month free trial today!

💰 Finance
(61K)
7
Reach: Fast SMS Text and Email
Reach: Fast SMS Text and Email
Reach: Fast SMS Text and Email
Send Messages to Large Groups
Free

Reach: Fast SMS Text and Email enables personalized messaging for large groups on iOS devices. With features like distribution groups, individual message delivery, and cross-device syncing, it simplifies mass communication. Download now to streamline your messaging process effortlessly!

📊 Productivity
(7.1K)
8
Group Text | Mass Message
Group Text | Mass Message
Group Text | Mass Message
Bulk SMS - text2group
Free

Send personalized text messages to multiple contacts simultaneously with the Group Text app. Streamline your communication and save time by using this user-friendly bulk SMS tool.

📊 Productivity
(5.8K)
9
American Heritage VideoAdvisor
American Heritage VideoAdvisor
American Heritage VideoAdvisor
by American Heritage FCU
Free

Interact securely with trusted financial professionals through video chat, document sharing, and eSigning with the app. Communicate face-to-face, view financial content, and conduct business conveniently from anywhere. Experience a safe and effective tool for managing your financial matters. Start connecting today!

💰 Finance
(1.2K)
10
Current - Mobile Banking
Current - Mobile Banking
Current - Mobile Banking
Save, spend & get paid faster²
Free

A cutting-edge banking application revolutionizing financial management. Seamlessly integrating savings and spending tools for a futuristic banking experience. Join now for a glimpse into the future of banking.

💰 Finance
(195K)
11
My Astrology Advisor Live Chat
My Astrology Advisor Live Chat
My Astrology Advisor Live Chat
Talk or Text a Real Astrologer
Free

Connect with authentic astrologers and spiritual advisors for personalized readings and insights on relationships, career, and the future. Receive text or video responses 24/7 for guidance tailored to your needs. Download now for instant access to expert advice!

🌟 Lifestyle
(163)
12
Schwab Advisor Center® Mobile
Schwab Advisor Center® Mobile
Schwab Advisor Center® Mobile
by The Charles Schwab Corporation
Free

This mobile application allows independent registered investment advisors to monitor and manage client accounts remotely, providing convenient access to account information, fast searches, and secure data. With this app, advisors can manage accounts, deposit checks, and contact support teams on-the-go, all with multiple layers of security to protect sensitive information.

💰 Finance
(37)
13
Upgrade - Mobile Banking
Upgrade - Mobile Banking
Upgrade - Mobile Banking
Rewards Checking, Loans, Cards
Free

An app for mobile banking offering rewards checking, loans, and cards, allowing users to check balances, manage funds, track rewards, and credit score. Features include no monthly fee, debit rewards tracking, and credit score management. Share feedback at mobile_app_feedback@upgrade.com.

💰 Finance
(80K)
14
Heymarket Texting for Teams
Heymarket Texting for Teams
Heymarket Texting for Teams
Business Text Messaging & SMS
Free

Heymarket Texting for Teams is a business text messaging and SMS application that enables teams to efficiently manage customer support, operations, sales, and marketing. The app offers features like shared inboxes, automated reminders, scheduling, and integration with various platforms, making it a comprehensive solution for streamlining team-based communication. Try the free trial to experience the app's productivity-boosting capabilities.

💼 Business
(51)
15
Hustle: P2P texting at scale
Hustle: P2P texting at scale
Hustle: P2P texting at scale
by Hustle, Inc.
Free
📊 Productivity
(187)
16
Redtail CRM
Redtail CRM
Redtail CRM
by Redtail Technology, Inc.
Free

Access your day-to-day client information, calendar, and CRM tools with the mobile app designed for financial advisors. Stay connected to clients, manage activities, contacts, and opportunities on-the-go. Take advantage of a 30-day free trial and experience seamless client servicing anytime, anywhere.

💼 Business
(675)
17
MyRepChat
MyRepChat
MyRepChat
Compliant Text Messaging
Free

Easily communicate with clients and colleagues through a compliant text messaging platform that meets financial industry standards. Retain conversations, generate reports, and provide a seamless texting experience for clients without additional software installation.

💰 Finance
(38)
18
MoneyWiz 2026 Personal Finance
MoneyWiz 2026 Personal Finance
MoneyWiz 2026 Personal Finance
Personal Accounting Software
Free

Track your finances, budget effectively, and stay on top of your expenses with this personal finance app. Manage multiple accounts, set financial goals, and categorize your transactions easily. Start taking control of your money today!

💰 Finance
(2.1K)
19
MoneyLion: Banking & Cash Back
MoneyLion: Banking & Cash Back
MoneyLion: Banking & Cash Back
Cashback rewards & Loan Offers
Free

A comprehensive and user-friendly finance management app that offers banking, investment, and budgeting tools all in one place, making it easy to stay on top of your financial health. Take control of your finances today with MoneyLion!

💰 Finance
(314K)
20
Textedly
Textedly
Textedly
SMS Marketing & Mass Texting
Free
💼 Business
(3)