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
๐ŸŒŸ Lifestyle
2.5(8 ratings)
FreeAds
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Unlock the power of a streamlined, successful practice with our intuitive app, designed for professional psychics to manage readings, connect with clients, and grow their business on-the-go. Download now to deliver exceptional service, host live sessions, and track earnings instantly.

Vagaro Pro#2

Vagaro Pro by Vagaro Inc

Booking, Payments, Scheduling
Strong Contender
๐Ÿ’ผ Business
4.4๐Ÿ˜(12K ratings)
Free
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A comprehensive app for managing appointments, clients, sales, and marketing. Take control of your schedule with this powerful and user-friendly tool.

What We Love

  • ๐Ÿš€ Convenient online booking
  • ๐Ÿ‘ User-friendly interface
  • ๐Ÿ’ก Helpful client communication features
  • ๐Ÿค‘ Affordable pricing

Room to Improve

  • ๐Ÿ› Frequent app crashes and glitches
  • โฑ๏ธ Slow performance and loading times
  • ๐Ÿ” Difficult to navigate and find certain features
Wealthbox#3

Wealthbox by Starburst Labs, Inc.

CRM for Financial Advisors
Worth Considering
๐Ÿ’ผ Business
4.8๐Ÿ˜Š(1.5K ratings)
Free
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A comprehensive CRM application for financial advisors, seamlessly managing client relationships with features like secure login options, maps integration, push notifications, and task management. Stay organized and efficient with Wealthbox CRM, the ultimate tool for financial professionals.

What We Love

  • ๐Ÿš€ Game changer
  • ๐Ÿ‘ Great interface
  • ๐Ÿ‘ Intuitive and easy to use
  • ๐Ÿ‘ Excellent design

Room to Improve

  • ๐Ÿ› Constantly crashes
  • ๐Ÿ› Problems loading and glitches
  • ๐Ÿ› Paid integration not working

More Purple Advisors apps to explore

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

This app is designed for American Funds PlanPremier participants to manage their 401k accounts. Users can view key account details, make account changes, access forms, and utilize various account management tools.

๐Ÿ’ฐ Finance
(11K)
5
Mercury Insurance: Car & Home
Mercury Insurance: Car & Home
Mercury Insurance: Car & Home
Easily Manage Your Policies
Free

Find affordable home insurance with Mercury - a user-friendly app offering quick quotes, easy policy management, and excellent customer service. Protect your home today.

๐Ÿ’ฐ Finance
(1.6K)
6
AssuranceAmerica+
AssuranceAmerica+
AssuranceAmerica+
by AssuranceAmerica Corporation
Free

Access essential insurance services easily with the Customer Self Service App. Manage policy payments, view information, access electronic ID cards, and more with just a few taps. Download now for hassle-free insurance management.

๐Ÿ’ฐ Finance
(254)
7
Redtail CRM
Redtail CRM
Redtail CRM
by Redtail Technology, Inc.
Free

Access your day-to-day client information, calendar, and CRM tools with the mobile app designed for financial advisors. Stay connected to clients, manage activities, contacts, and opportunities on-the-go. Take advantage of a 30-day free trial and experience seamless client servicing anytime, anywhere.

๐Ÿ’ผ Business
(675)
8
iConnections LLC
iConnections LLC
iConnections LLC
The Alts Industry Network
Free

Connect with a global investment community to access unique opportunities easily. Schedule video meetings, share documents, and track interactions in a secure and information-rich environment. Join iConnections today to invest in progress.

๐Ÿ’ผ Business
(926)
9
GloveBox
GloveBox
GloveBox
Your Insurance. Simplified.
Free

GloveBox simplifies insurance management by offering direct access to carriers and agents in one app. Easily handle tasks like accessing policy documents, making payments, and filing claims, along with seamless communication with your agent. Refer friends to your agent and streamline your insurance experience.

๐Ÿ”ง Utilities
(861)
10
OutboundEngine: SMB Marketing
OutboundEngine: SMB Marketing
OutboundEngine: SMB Marketing
Nurture and grow your network
Free

Nurture and grow your network effortlessly with a comprehensive marketing solution for small businesses and independent professionals. Drive repeat business, attract new customers, and close deals more effectively while staying top of mind with personalized email newsletters and social media posts. Scan business cards, manage online reputation, and streamline your marketing efforts with the mobile app.

๐Ÿ“Š Productivity
(1.2K)
11
Primerica Online
Primerica Online
Primerica Online
Representative App
Free

Access cutting-edge technology with our app. Save money, invest wisely, and secure your financial future. Download now!

๐Ÿ’ฐ Finance
(1.1K)
12
Informa Connect Tech Events
Informa Connect Tech Events
Informa Connect Tech Events
by Informa Usa, Inc.
Free

Attend our cutting-edge technology events and conferences with ease. Customize your agenda, explore event floorplans, and stay connected with the community - all through our intuitive, paperless event app.

๐Ÿ“Š Productivity
(223)
13
ClaimHunt โ€“ Claim Settlement
ClaimHunt โ€“ Claim Settlement
ClaimHunt โ€“ Claim Settlement
Class Actions: Make Them Pay
Free
๐Ÿ’ฐ Finance
(552)
14
Insurance Journal News
Insurance Journal News
Insurance Journal News
Daily P&C Insurance Headlines
Free

Stay connected to the P&C insurance industry with daily headlines, in-depth analysis, and podcasts from an award-winning editorial team. Personalize your experience with features like a customizable news feed, audio player, word puzzle, and breaking news notifications, and access it all offline with a friendly interface.

๐Ÿ“ก News
(6)
15
Policybazaar - Buy Insurance
Policybazaar - Buy Insurance
Policybazaar - Buy Insurance
Compare & buy insurance easily
Free

Download the app now to maximize your income tax savings with Health, ULIP, and Term Insurance plans. Compare and buy a wide range of insurance and investment products conveniently on the app.

๐Ÿ’ฐ Finance
(485)
16
Surefire Platform
Surefire Platform
Surefire Platform
All-in-one local marketing
Free

This all-in-one local marketing solution empowers businesses to take control of their digital marketing efforts, track ROI, and make data-driven decisions to attract new customers and drive repeat business. By providing a comprehensive platform to manage and optimize marketing activities, businesses can grow profitably, outsmart competitors, and thrive in their market.

๐Ÿ’ฐ Finance
(32)
17
NetSuite
NetSuite
NetSuite
by Oracle America, Inc.
Free

Unlock unparalleled access to comprehensive business management tools on the go with our official iPhone app. Simplify operations, enhance productivity, and stay ahead of the curve seamlessly. Upgrade your business mobility today!

๐Ÿ’ผ Business
(89)
18
Bluedot AI Note Taker
Bluedot AI Note Taker
Bluedot AI Note Taker
AI Meeting Notes & Summaries
Free

This AI-powered note-taking application records, transcribes, and summarizes in-person meetings, online calls, and phone conversations, allowing users to automate note-taking and focus on the conversation. It offers features such as automatic transcription, smart summaries, and integration with various tools, making it suitable for various workflows, including sales, recruitment, and education, try it out for free today.

๐Ÿ“Š Productivity
(103)
19
Insurance Navy - Car Insurance
Insurance Navy - Car Insurance
Insurance Navy - Car Insurance
Affordable Car Insurance
Free

Manage your various insurance policies, including auto, home, and renters insurance, on-the-go with a mobile app that offers policy management, paperless payments, and easy access to customer service. Download the app to take control of your insurance needs and enjoy affordable and convenient coverage today!

๐Ÿ’ผ Business
(34)
20
Quotes for Sales Professionals
Quotes for Sales Professionals
Quotes for Sales Professionals
by Mutual of Omaha Insurance Company
Free

This application allows insurance agents to obtain quotes for insurance products, providing a quick and efficient way to generate quotes for their clients. Get a quote today and take the first step in securing insurance coverage.

๐Ÿ’ผ Business
(45)