Best Diltalks Advisor Apps

Refer A Friend App

Trusted Pros from friends

Free

This app facilitates earning money by recommending trusted professionals to your network. Professionals pay only for completed jobs, while referrers earn a percentage of successful referrals. It offers in-app messaging, marketplace discovery, and performance analytics.

Slant CRM

AI-native CRM for advisors

Free

This AI-powered CRM helps financial advisors manage client relationships and streamline workflows. Record meetings, take notes with voice-to-text, and get AI insights on client data directly from your mobile device.

Meta Business Suite

by Meta Platforms, Inc.

Free

Manage your business presence across Facebook and Instagram. Create, schedule, and post content, engage with customers through unified messaging, and track performance with insightful analytics. Stay organized with notifications and a to-do list.

Google Chat

Efficient Team Communication

Free

Connect, collaborate, and accomplish tasks with AI-powered messaging. Streamline teamwork with integrations and smart features. Securely communicate with your team, whether in real-time or asynchronously.

Redtail CRM

by Redtail Technology, Inc.

Free

Manage client relationships with access to contact information, calendar items, and CRM capabilities on the go. Stay connected to clients, prospects, and your team with features for scheduling, communication, and data management.

Advisor360°

Your Practice, In Your Pocket!

Free

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.

Salvia-Advisor

by SCIFATE PTE. LTD.

Free

This application facilitates communication between Salvia advisors and users with needs. It offers direct messaging and calls for convenient interaction, focusing solely on work-related content to enhance efficiency. User suggestions are actively considered for timely content adjustments.

CurrentClient

For business professionals

Free

This app provides a compliant communication platform designed for business professionals, offering a modern phone system with integrated growth tools. It simplifies client interactions through features like CRM sync, a unified inbox, and automated messaging.

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.

Marloo – AI for Advisers

Create meeting summaries

Free

This app helps financial advisers and wealth managers record and upload client meeting audio, including phone calls. It syncs seamlessly with a desktop platform for AI-powered note-taking and offers a secure, compliance-built solution.

Forge: Business Relationships

Fast prep for elite networkers

Free

Streamline your professional networking with AI-powered meeting preparation and automated personalized messages. Build stronger relationships by remembering key personal details and staying informed with curated news for your contacts.