Advisor AppLab
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Your Brand, Their Pocket

Register with Google, customize your experience, and launch your fully branded financial advisor app for clients in minutes.

Advisor AppLab mobile preview

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