Why an App For your Advisory Firm?
Having a mobile app for your business will allow you to grow & engage with your members in a new and innovative way.
Increase Awareness
Having a mobile app for your business has been proven to increase your customers, awareness, and engagement with your clients.
Increase Revenue
Offer appointments with the click of a button, as well as many other tools and login portals for your clients.
Reach Your Clients 24/7
Reach your clients where they spend 6-7 hours daily, on average - their mobile phone! There is NO better way to connect!
Easy Drag and Drop App Updates - No Tech Skills Required!
Our mobile app manager for your business is extremely user-friendly. Keep doing what you do best, which is manage your business. We've created the process to be stress-free so you can focus on what's most important - offering sound financial advice!
Get Started NowPush Notifications
With push notifications you can send a message to your clients, whenever you want, as often as you want - and GUARANTEE it's not missed! 99% of push notifications are read - that's about 20x more than E-mail! In fact, 90% of push notifications are read within 3 MINUTES! Push notifications are a great way to stay in touch with your clients, and also send reminders, promote events and more.
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Compliance Made Easy
Use your existing compliance management suite (Adtrax, FMG, etc) and get approvals for your content then simply make the updates to your app with the click of a button!
Get Started NowAudio/Video
AdvisorApps Audio/Video allows you to integrate ANY audio/video into your app. Have a podcast series or any videos you want to integrate? Easy have them in your app, and notify your clients with a push notification when a new episode is available.
Events/News
Use our calendar platform to share news/events with your clients, or post articles, news, or blogs! Integrate with your existing calendar, blog, or website for easy maintenance!
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Customer Account Management
Allow your clients access to login to their financial accounts at their fingertips. Easily implement login links for their various brokerage accounts, allowing your clients a one-stop location for viewing all of their finances.
Get Started NowEasy Appointment Booking
Easily allow your clients to book appointments with you, with ease. Click to call buttons, and appointment forms are included with AdvisorApps.
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App Promotion Page
Easily share your mobile app with your clients. You will have your own app promotion page that you can display at your office, on your website, and more! Finding and downloading your app will take only seconds for your clients - making the process very convenient.
Get Started NowEasy to use Dashboard - Update App
with No Tech Skills
Easily update your app - with NO technical knowledge. Add sections, update content, edit text, add
blogs, events, send push notifications - and MORE!
- Simple pricing
- No Setup Fees
- No Development Fees
- No Design Fees
- No Contracts
- No Hidden Fees
Satisfaction Guarantee!
Testimonials
"AdvisorApps has been a great partner for our firm. When we looked at making an app before, it was $5k plus a couple hundred a month. This is a great deal!"
Frequently Asked Questions
Q. How long does it take to get my app built?
Q. How do we make app updates?
Q. Is it a real app? Will I have my own app on the Apple App Store, etc?
Q. Can I see sample apps?
100% Custom Design
Built from the ground up with your logo, branding, color scheme and more!
Messages/Notifications
Send push notifications instantly to your clients with 99% open rates!
Events
Manage an event calendar and easily add upcoming seminars, events, and more.
Audio/Video & Podcasts
Easily syndicate all of your audio podcasts and videos to the app, allowing clients to connect on the go.
Boost Your Business
Grow your revenue, assets under management, and accounts by engaging with clients in a whole new way!
& More!
There are numerous other features available for your agency app!