Client Care
Client Management Made Easy
Only for iPhone
Free · In‑App Purchases
iPhone
Built for financial advisors who want to work smarter. Manage clients, track policies, collaborate with your team, and access critical information anywhere.
Client Care - The Complete Client Management Platform for Financial Advisors
CLIENT CARE is the professional client management solution designed specifically for financial advisors, brokers, and financial services teams. Manage your entire client portfolio, track policies and products, collaborate with your team, and access critical information anywhere - all from one secure, easy-to-use platform.
WHY FINANCIAL ADVISORS CHOOSE CLIENT CARE
- Comprehensive Client Profiles
: Store complete client information including contact details, policies, investments, medical aid, and life insurance - all in one organised location.
- Multi-Provider Policy Tracking
: Track clients across multiple providers with support for life insurance, investments, medical aid, and general insurance products.
- Team Collaboration
: Add team members, assign clients to consultants, and work together seamlessly across your organisation.
- Powerful Search & Filtering
: Find any client instantly with advanced search and filtering capabilities.
- CSV Import & Export
: Import your existing client database and export data whenever you need it.
- Role-Based Access Control
: Secure your data with customizable permissions for admins, team members, and consultants.
- Cloud Storage Included
: Store client documents securely with included cloud storage (up to 2GB on Basic, 5GB on Professional, 10GB on Enterprise).
BUILT FOR GROWTH
Whether you're a solo advisor or managing a large team, Client Care scales with your business:
Basic Plan: Perfect for getting started
- Up to 25 team members
- Up to 5,000 clients
- CSV import/export
- Client management system
- Role-based access
Professional Plan: For growing practices
- Up to 200 team members
- Up to 50,000 clients
- Everything in Basic
- Advanced reporting
- Priority support
Enterprise Plan: For large organisations
- Unlimited team members
- Unlimited clients
- Everything in Professional
- Custom integrations
- Dedicated support
SECURITY & PRIVACY
Your clients' information is precious. Client Care uses bank-level security to protect your data:
- End-to-end encryption
- Secure cloud storage
- GDPR compliant
- Regular security audits
- Role-based access control
DESIGNED FOR FINANCIAL ADVISORS
Unlike generic CRM tools, Client Care understands the unique needs of financial services:
- Track multiple policy types (Life, Investments, Medical Aid, General Insurance)
- Manage client-consultant relationships
- Support for multiple providers and products
- Financial services-specific workflows
- Built-in compliance features
GET STARTED TODAY
Download Client Care and start. No credit card required.
SUBSCRIPTION OPTIONS
- Basic: R499.99/month
- Professional: R1,299.99/month
- Enterprise: R3,499.99/month
SUPPORT
Need help? Our support team is here for you:
- Email: info.clientcare.za@gmail.com
- Website: https://clientcare.za.com
Privacy Policy: https://clientcare-za.com/privacypolicy
Terms of Service: https://clientcare-za.com/terms
Transform the way you manage your financial advisory practice. Download Client Care today.
Ratings & Reviews
- This app hasn’t received enough ratings or reviews to display an overview.
The developer, Jared 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 Linked to You
The following data may be collected and linked to your identity:
- Contact Info
- Identifiers
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Seller
- Jared Clark
- Size
- 58.5 MB
- Category
- Finance
- Compatibility
Requires iOS 14.0.0 or later.
- iPhone
Requires iOS 14.0.0 or later. - iPod touch
Requires iOS 14.0.0 or later.
- iPhone
- Languages
- English
- Age Rating
13+
- 13+
- Infrequent
Medical Treatment information
- In-App Purchases
Yes
- Client Care Enterprise Subscription $179.99
- Professional Subscription $59.99
- Client Care Basic Subscription $24.99
- Copyright
- © 2026 Clark Developments