Your Brand,
Their Pocket
Launch your fully branded financial advisor client app in minutes.
Your Brand,
Their Pocket
Register with Google, customize your experience, and launch your fully branded financial advisor app for clients in minutes.
Engage Clients & Prospects in One Place
From curious prospects exploring your expertise to long term clients managing their financial journey, everyone engages with your brand in one seamless experience. The app gives you a way to showcase your value, share resources, and stay connected with people at every stage of the relationship.
- Branded Client Portal
Your logo on their home screen. Clients open your app and access your portal, tips, checklists, content, and calculators in one place.
- Works with your existing portal
- Client tracks tailor tips & tasks
- Frictionless scheduling via your link
- Advisor Dashboard & Tasks
After meetings, send checklist items directly to a client’s app from your advisor dashboard and watch completion roll in—lightweight and organized.
- Assign by client or segment
- Track progress between meetings
- No new portal to maintain
- Push Notifications & Smart Tips
Notify with your brand icon—deadlines, events, new content. Tips and other content adapt to the chosen financial track (e.g., Business Owner).
- Segment by track
- Link to tasks, content, or booking
- Archiving options available