Best Cwm Client App

PocketSuite - Schedule Clients

Bookings, Payments & Messages

Free

This app streamlines client management for service professionals. It offers online booking, secure payments, automated reminders, and marketing tools to attract new business and retain existing clients. Manage your team, track sales, and simplify business operations all in one place.

eMoney Client Portal

eMoney Client Portal

Free

Access a consolidated view of your entire financial life, track spending and investments, and set personalized goals. Securely store important documents and communicate with your advisor all in one place.

Clientbook Retail

clienteling, messaging, crm

Free

This app helps retail sales associates manage customer relationships and communication. It centralizes customer information, tracks follow-ups, and provides a unified messaging system, replacing traditional physical client books. Store management gains insights through a reporting dashboard.

Empower ®

Plan, save, invest, retire

Free

This app provides a comprehensive financial overview, consolidating all your accounts in one place. It offers tools to plan for retirement, manage budgets, track net worth, and simulate financial scenarios, making financial management clearer and simpler.

Clients: Your Client Book, CRM

Manage Your Customer Database

Free

Effortlessly store and manage your client data with this simple and beautiful application. Organize customer interactions, make notes, import contacts, and set reminders. Communicate with clients via email, SMS, or direct calls, all from one place.

Aven Advisor: Credit Check App

Financial Advisor

Free

This app helps you understand your financial health by checking your credit score, monitoring home equity, and tracking spending. It also provides personalized loan offers and opportunities to win prizes.

EXCEED by Money Network

by First Data Corporation

Free

Manage your finances on the go with this secure mobile app. Designed for Walmart associates and secondary cardholders, it offers 24/7 access to account information, budgeting tools, and helpful financial tips. Keep track of your money, set savings goals, and secure your card with ease.

Church Center

Join the life of your church

Free

Connect with your church community throughout the week. Explore events, access sermons, manage donations, and register for activities. Stay involved with your congregation beyond Sunday services.

AdviceWorks®

Client Access

Free

Manage your complete financial overview on the go. This app offers tools for seamless control, enhanced collaboration with your financial professional, and secure document storage. Stay informed about your accounts, net worth, and performance with intuitive features.

Online Portal by AppFolio

Pay rent or dues instantly

Free

Manage your property or association with ease. Pay rent or dues, submit maintenance requests, access important documents, and view your lease. Stay connected to your property manager for instant access to essential tools and information.

Keepon - Bookings & Payments

#1 Appointment Booking System

Free

Manage appointments, payments, and client relationships with this comprehensive business administration tool. Streamline bookings, track finances, and offer custom branding to grow your client base.

SimplePractice for Clinicians

Practice Management Software

Free

Manage your practice on the go with intuitive tools for scheduling, client management, and administrative tasks. This HIPAA-compliant app offers a streamlined experience for clinicians to connect with clients, manage appointments, and access client information securely from their mobile devices.

Debit & Credit

Personal Finance Manager

Free

Manage all your finances in one place with this intuitive personal finance app. Track spending, create budgets, and plan for the future with automatic transaction import and detailed reports. Syncs across devices and offers shared account management.

Vanguard: Save, Invest, Retire

Investing, Advice, Retirement

Free

Manage your investments and retirement accounts on the go. Track account performance, make trades, and deposit checks directly. Access account overviews and transaction history with ease.

Customer List: Client Records

Customer Database, Client list

Free

Manage client relationships and tasks with this comprehensive customer management system. Organize client records, notes, and deadlines to provide exceptional service and grow your business. Features include offline access and a client planner.

Wealthbox

CRM for Financial Advisors

Free

Manage client relationships and firm activities with this comprehensive CRM mobile app. It offers secure login, contact management with quick actions, and a redesigned calendar. Stay organized with task, opportunity, and project management features, all synced with the web version.