Best Purple Advisors Apps

211+ iOS apps curated and reviewed

4.2 avg rating
20 free apps
Updated June 2026

Out of 211+ purple advisors apps on iOS, 20 are free and the rest sit in the paid tier. This page sorts them so you can compare both sides before you commit.

Top Picks for Purple Advisors

Purple Advisors#1

Purple Advisors by BITWINE, Inc.

Top Tool for Advisors
Editor's Choice
🌟 Lifestyle
2.2(10 ratings)
FreeAds
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This app helps professional psychics manage client readings, host live sessions, and fulfill orders. It allows advisors to control their availability, set prices, and track earnings on the go, streamlining their practice.

Vagaro Pro#2

Vagaro Pro by Vagaro Inc

Booking, Payments, Scheduling
Strong Contender
πŸ’Ό Business
4.4😐(12K ratings)
Free
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Manage appointments, clients, sales, and marketing for independent professionals and growing teams. Features include online booking, calendar management, client profiles, online sales, and an AI description generator. Keep your business organized and scale with confidence.

What We Love

  • πŸš€ Convenient online booking
  • πŸ‘ User-friendly interface
  • πŸ’‘ Helpful client communication features
  • πŸ€‘ Affordable pricing

Room to Improve

  • πŸ› Frequent app crashes and glitches
  • ⏱️ Slow performance and loading times
  • πŸ” Difficult to navigate and find certain features
Wealthbox#3

Wealthbox by Starburst Labs, Inc.

CRM for Financial Advisors
Worth Considering
πŸ’Ό Business
4.8😊(1.6K ratings)
Free
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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.

What We Love

  • πŸš€ Game changer
  • πŸ‘ Great interface
  • πŸ‘ Intuitive and easy to use
  • πŸ‘ Excellent design

Room to Improve

  • πŸ› Constantly crashes
  • πŸ› Problems loading and glitches
  • πŸ› Paid integration not working

More Purple Advisors apps to explore

4
Capital Group PlanPremier401k
Capital Group PlanPremier401k
Capital Group PlanPremier401k
Manage your 401k
Free

Manage your employer-sponsored retirement plan, view account details like income estimates and rates of return, and make changes to contributions, investments, and beneficiaries. Access plan forms and upload documents for account updates.

View retirement income estimatesCheck personal rate of returnManage contribution amounts
πŸ’° Finance
(11K)
ad-supported
5
Mercury Insurance: Car & Home
Mercury Insurance: Car & Home
Mercury Insurance: Car & Home
Easily Manage Your Policies
Free

Manage your car and home insurance policies with ease. Access digital ID cards, view coverage details, pay bills, make policy changes, and request roadside assistance anytime, anywhere. Get instant access to customer service and your insurance agent.

Digital Insurance ID CardsView Coverage DetailsMake Insurance Payments
πŸ’° Finance
(1.6K)
free
6
AssuranceAmerica+
AssuranceAmerica+
AssuranceAmerica+
by AssuranceAmerica Corporation
Free

Manage your insurance policy with ease. This app allows you to make payments, access policy details, and view electronic ID cards. It simplifies account management and provides essential insurance services.

Policy paymentsView policy informationElectronic ID cards
πŸ’° Finance
(255)
free
7
Redtail CRM
Redtail CRM
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.

Access client contact informationManage calendar and schedule activitiesView and edit contact details
πŸ’Ό Business
(675)
free with in-app purchases
8
iConnections LLC
iConnections LLC
iConnections LLC
The Alts Industry Network
Free

This app connects the investment management community, fostering stronger relationships and unique opportunities. It provides a secure platform for finding professionals, scheduling meetings, sharing documents, and tracking interactions globally.

Connect investment professionalsSchedule video meetingsShare documents securely
πŸ’Ό Business
(928)
free
9
GloveBox
GloveBox
GloveBox
Your Insurance. Simplified.
Free

Manage all your insurance policies and communicate with your agent directly from your phone. Access policy documents, pay bills, and initiate claims with ease. Share your agent with friends and family through social media integration.

Direct carrier and agent accessAccess policy documentsPay bills
πŸ”§ Utilities
(875)
free
10
OutboundEngine: SMB Marketing
OutboundEngine: SMB Marketing
OutboundEngine: SMB Marketing
Nurture and grow your network
Free

This app automates marketing for small businesses and independent professionals to foster repeat and referral business. It handles email newsletters and social media posts, keeping you top-of-mind with clients and prospects. Get notified of high-potential leads and follow up with guided selling templates.

Automated email newslettersSocial media post creation and deliveryClient and prospect management
πŸ“Š Productivity
(1.2K)
free with in-app purchases
11
Primerica Online
Primerica Online
Primerica Online
Representative App
Free

This app empowers financial representatives to manage and grow their business remotely. Access client tools for insurance and investments, training materials, and business management features. Stay connected with company news and social media resources.

Client insurance and investment toolsFinancial analysis and calculatorsLicensing and training materials
πŸ’° Finance
(1.1K)
free
12
Informa Connect Tech Events
Informa Connect Tech Events
Informa Connect Tech Events
by Informa Usa, Inc.
Free

This app enhances your experience at technology community events. Access event details, build a personalized schedule, and network with other attendees. It's a smart, paperless tool for navigating global tech conferences.

Personalized agenda builderInteractive floorplansAttendee networking
πŸ“Š Productivity
(225)
ad-supported
13
ClaimHunt – Claim Settlement
ClaimHunt – Claim Settlement
ClaimHunt – Claim Settlement
Class Actions: Make Them Pay
Free

Discover unclaimed settlement money you're owed from past purchases. This app simplifies the process of finding and filing claims, helping you get compensation without needing a lawyer. Stay informed with alerts for new class actions and track your refunds.

Discover settlement money you're owedMatch claims to purchase historySimplified claim filing process
πŸ’° Finance
(1.6K)
free with in-app purchases
14
Insurance Journal News
Insurance Journal News
Insurance Journal News
Daily P&C Insurance Headlines
Free

Access daily P&C insurance headlines, breaking news, and in-depth analysis from an award-winning editorial team. Enjoy personalized news feeds, audio versions of articles, and a daily insurance-themed word puzzle. Stay informed on the go with offline mode and breaking news notifications.

Personalized news feedAudio versions of articlesInformative podcasts
πŸ“‘ News
(6)
ad-supported
15
Policybazaar - Buy Insurance
Policybazaar - Buy Insurance
Policybazaar - Buy Insurance
Compare & buy insurance easily
Free

This app serves as a comprehensive marketplace for insurance and investment products. It allows users to compare and purchase various types of insurance, including motor, health, term, and travel, as well as investment and retirement plans, all on a single platform with minimal paperwork and dedicated claim assistance.

Compare and buy motor insuranceCompare and buy health insuranceCompare and buy term life insurance
πŸ’° Finance
(485)
free
16
Surefire Platform
Surefire Platform
Surefire Platform
All-in-one local marketing
Free

This platform offers a comprehensive suite of tools to manage and optimize your local digital marketing efforts. Gain insights into customer behavior, track ROI, and outmaneuver competitors to drive business growth and profitability.

All-in-one marketing managementCustomer acquisition and retentionROI tracking and analysis
πŸ’° Finance
(33)
free with in-app purchases
17
NetSuite
NetSuite
NetSuite
by Oracle America, Inc.
Free

Access and manage your business operations on the go with this comprehensive cloud business software suite. Control ERP, CRM, HCM, and e-commerce functions, view dashboards, manage expenses and time, and approve business actions from your mobile device.

Full record viewing, creation, and editingComplete dashboard access and synchronizationExpense and time management with receipt capture
πŸ’Ό Business
(93)
free
18
Bluedot AI Note Taker
Bluedot AI Note Taker
Bluedot AI Note Taker
AI Meeting Notes & Summaries
Free

This app records, transcribes, and summarizes meetings and conversations. It automatically detects key information like decisions and action items, and can integrate with popular productivity tools. Users can also ask questions about their meeting content.

Record any conversationAutomatic transcription in 100+ languagesAI-generated meeting summaries
πŸ“Š Productivity
(141)
free
19
Insurance Navy - Car Insurance
Insurance Navy - Car Insurance
Insurance Navy - Car Insurance
Affordable Car Insurance
Free

Manage your auto, home, renters, and business insurance policies conveniently from your mobile device. Access policy documents, go paperless with digital payments, and connect with customer service agents instantly. Secure your account with biometric login options.

Policy managementDocument accessPaperless options
πŸ’Ό Business
(34)
free
20
Quotes for Sales Professionals
Quotes for Sales Professionals
Quotes for Sales Professionals
by Mutual of Omaha Insurance Company
Free

This business application assists insurance agents in generating quotes for insurance policies. It is designed exclusively for agents and producers to streamline the quoting process.

Insurance policy quotingAgent-exclusive toolStreamlined quoting process
πŸ’Ό Business
(46)
free