SavingsBox Pro

Grow your practice or Clients

Only for iPhone

Free · Designed for iPhone. Not verified for macOS.

iPhone

Connect. Advise. Grow your Financial Pro Network. SavingsBox Pro helps financial professionals connect with clients, manage opportunities, and deliver more accessible financial guidance—all in one professional platform. Whether you're a financial advisor, CPA, credit counselor, retirement professional, attorney, or other qualified financial professional, SavingsBox Pro gives you tools to build your practice and connect with people looking for affordable financial support. Connect With Clients Discover opportunities to work with people who are actively seeking financial guidance. Build your professional presence and connect with clients based on your expertise and services. Grow Your Practice Create your professional profile, showcase your areas of expertise, manage your availability, and build new client relationships through the SavingsBox network. Deliver One-on-One Guidance Connect with clients for scheduled one-on-one sessions and provide personalized guidance based on their financial needs and goals. Reach More People SavingsBox Pro is designed to make financial professionals more accessible to consumers who may not have access to traditional financial services. Manage Your Professional Activity Manage your profile, availability, client sessions, earnings, and professional activity from one place. Built for Financial Professionals SavingsBox Pro supports professionals across a range of financial disciplines, including: • Financial advisors • CPAs and tax professionals • Credit counselors • Retirement professionals • Financial coaches • Attorneys • Other qualified financial professionals Join the SavingsBox professional network and make your expertise more accessible to the people who need it.

Ratings & Reviews

  • This app hasn’t received enough ratings or reviews to display an overview.

The developer, Appitech, 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:

    • Purchases
    • Financial Info
    • Location
    • Contact Info
    • User Content
    • Identifiers
    • Usage Data

  • Data Not Linked to You

    The following data may be collected but it is not linked to your identity:

    • Diagnostics

Privacy practices may vary, for example, based on the features you use or your age. Learn More

Accessibility

The developer has not yet indicated which accessibility features this app supports. Learn More

Information

Seller
  • The SavingsBox Inc
Size
  • 70 MB
Category
  • Finance
Compatibility
Requires iOS 16.4 or later.
  • iPhone
    Requires iOS 16.4 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.
Languages
  • English
Age Rating
18+
Copyright
  • © 2026 The SavingsBox Inc.
  • Developer Website
  • Privacy Policy

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