Best Diltalks Advisor Apps

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.

Advyzon

By Advyzon

Free

Manage client information, notes, tasks, and documents on the go. This app provides advisors with essential tools for client management in a mobile-friendly format.

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.

Summit Global

Your book of business

Free

Manage your entire client book of business, including clients, households, accounts, and goals, all from your iPhone. Track interactions, record risk assessments, and view pay information in one centralized location.

CurrentClient

For business professionals

Free

A communication and productivity app designed for business professionals, offering team chat, calendar integration, and advanced calling features. It streamlines client interactions with features like scheduled messages and AI call summaries.

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.

Slack

Business Communication

Free

This app streamlines business communication by bringing together coworkers, customers, and contractors in a secure, unified workspace. It offers AI-powered search and summarization, automation tools, and integrations with over 2,600 apps to reduce busywork and improve collaboration.

Netlio: AI Personal Assistant

Stay in touch. Meet new people

Free

This app helps you identify and connect with the right people in your existing network for business opportunities. It analyzes your contacts to suggest relevant individuals based on your goals, like finding investors or partners, and provides context for initiating conversations.

Forge: Business Relationships

Fast prep for elite networkers

Free

Streamline your professional networking with AI-powered meeting preparation and automated outreach. This tool helps you remember personal details and curated news for your contacts, fostering stronger business relationships.