Best Fintello Apps

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.

LeadCenter AI

CRM for Financial Advisors

Free

Manage client relationships, schedule appointments, and track tasks with this mobile CRM designed for financial advisors. Features include AI-powered voice transcription, meeting recording, and analytics dashboards.

Zocks

by Zocks Communications, Inc.

Free

Streamline your financial advisory work with an AI assistant. Automate meeting preparation, documentation, and follow-up tasks directly from your mobile device. Focus more on client relationships and less on administrative burdens.

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.

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.

Wealthfront: Save and Invest

Saving, investing, stocks.

Free

This app offers a high-yield cash account, automated investing with expert-built portfolios, and commission-free stock trading. It provides a consolidated view of your finances to help you build wealth and plan for retirement.

ClientWise eXchange™

Community. Content. Learning.

Free

This app connects financial advisors and their teams within an exclusive online community. It offers content and learning resources designed to foster growth and build high-performing firms. Join a network dedicated to advancing the financial advisory profession.

Facet: Financial Planning

Flat fee, CFP®, investing

Free

This app provides comprehensive financial planning and investment management services. Users can track goals, message financial advisors, view account balances, and access market insights. It offers a personalized roadmap to achieve financial objectives with expert guidance.

Finzo AI - هوش مصنوعی فینزو

AI Assistant & Content Creator

Free

This AI-powered app offers a suite of tools for content creation, market analysis, and professional advice. Generate images, videos, and music, or get assistance with legal, fashion, and relationship queries. It provides a free daily quota with options for premium subscriptions and in-app purchases.

Jump AI

AI for wealth managers

Free

This AI assistant helps financial advisors reduce administrative tasks by capturing meetings, generating accurate notes in their voice, and converting conversations into actionable items like tasks and email drafts. It integrates with CRMs and supports both in-person and phone call capture.

Parrot AI by Advisor360°

by Advisor360°, LLC

Free

This mobile assistant helps financial advisors save time by managing client information, capturing meeting details, and providing instant insights. It allows for seamless client communication and organization, keeping all client interactions connected.

Family Office Club

Proximity. AI. Scale.

Free

Connect with wealthy founders and investors, access AI-powered business tools, and discover growth strategies. Stream investor talks, register for events, and network with peers. Designed for scaling businesses and deploying capital.

FinLink - Advisor Network

M&A and jobs for advisors

Free

This professional network uses AI to connect wealth management and financial services professionals. Discover M&A opportunities, job openings, and industry connections. Engage in discussions and explore a directory of service providers.

OneUnited Bank: WiseOne AI

by OneUnited Bank

Free

This app offers AI-driven financial insights and management tools. It helps users create budgets, monitor credit, track spending, and achieve financial goals through conversational guidance and personalized alerts.