Advisor AppLab

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

Packages

Launch with the right plan

Discuss the right plan for your firm. VOOV Software LLC handles agreements and invoices directly.

Basic

$99/month

Launch essentials for your branded client app.

Branded portal access + sharing
Content, tips, and calculators
Client onboarding and updates

Discuss this plan