AdviserConnect

Finance

Only for iPhone

Free · Designed for iPhone. Not verified for macOS.

iPhone

The AdviserConnect app is the ultimate workspace for financial advisers on the go. It provides easy access to Momentum client and product information, allowing you to quickly find client details, view addresses, and navigate to meetings. Stay on top of progress with case tracking, receive timely notifications, ensuring you're always connected and up to date, wherever you are.

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App enhancements and bug fixes

The developer, Momentum Metropolitan Life Ltd., 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:

    • Identifiers
    • Usage Data
    • Diagnostics
  • Data Not Linked to You

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

    • Diagnostics

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

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

Provider
  • Momentum Metropolitan Life Ltd.
Size
  • 78.5 MB
Category
  • Finance
Compatibility
Requires iOS 15.0 or later.
  • iPhone
    Requires iOS 15.0 or later.
  • iPod touch
    Requires iOS 15.0 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
4+
Copyright
  • © 2013 Momentum, a division of Momentum Metropolitan Life Ltd.