Register with Google, customize your experience, and launch your fully branded financial advisor app for clients in minutes.
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.
Your logo on their home screen. Clients open your app and access your portal, tips, checklists, content, and calculators in one place.
After meetings, send checklist items directly to a client’s app from your advisor dashboard and watch completion roll in—lightweight and organized.
Notify with your brand icon—deadlines, events, new content. Tips and other content adapt to the chosen financial track (e.g., Business Owner).
Log in or register for Advisor AppLab.
