Advisor App: Prospect & Close
Built for Financial Advisors
Free · In‑App Purchases · Designed for iPad. Not verified for macOS.
Now with Face ID for fast, secure sign-in. Try Advisor App free for 14 days - built by a CFP, for advisors who want to prospect as efficiently as possible.
Advisor App is the prospecting and pipeline management tool built by a CFP, for financial advisors and insurance agents.
Most CRMs are built for a desk. Advisor App is built for the field. When you're out networking, at a conference, or sitting across from a prospect, your iPhone is your most powerful tool. Advisor App puts your entire pipeline in your pocket — so you can capture leads, track conversations, and manage your business from anywhere.
Whether you're an independent advisor or at a major firm, Advisor App gives you the lightweight, mobile-first alternative to the clunky desktop CRMs your company provides.
Features:
• Prospect pipeline with stage tracking
• AUM and commission pipeline metrics
• Annual goal tracking with progress indicators
• Priority-based task management
• Business card rolodex
• Clean, fast interface built for producers on the move
Your desk CRM tracks your past. Advisor App helps you build your future.
Advisor App requires a subscription. A 14-day free trial is included for new subscribers. Plans are available at $9.99/month or $59.99/year
Terms of Service: https://flowstateapps.net/terms-conditions
Added Face ID for fast, secure sign-in. Strengthened password requirements. Improved keyboard behavior across all screens. Bug fixes and performance improvements.
The developer, Dakota Clark, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .
Data Not Linked to You
The following data may be collected but it is not linked to your identity:
- Contact Info
- Identifiers
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Seller
- Dakota Clark
- Size
- 46.8 MB
- Category
- Finance
- Compatibility
Requires iOS 15.1 or later.
- iPhone
Requires iOS 15.1 or later. - iPad
Requires iPadOS 15.1 or later. - iPod touch
Requires iOS 15.1 or later. - Mac
Requires macOS 12.0 or later and a Mac with Apple M1 chip or later. - Apple Vision
Requires visionOS 1.0 or later.
- iPhone
- Languages
- English
- Age Rating
4+
- 4+
- In-App Purchases
Yes
- Advisor App Monthly $9.99
- Advisor App Annual $59.99
- Copyright
- © 2026 Flowstate Applications LLC