ClientWise eXchange™

Community. Content. Learning.

Free · Designed for iPad. Not verified for macOS.

A COMMUNITY EXCLUSIVELY FOR FINANCIAL ADVISORS & THEIR TEAM The ClientWise eXchange™ is a component of the broader ClientWise coaching platform. ClientWise is a premier business and leadership coaching firm for financial advisors, who are committed to building and growing enduring firms. We are on a mission to be the largest online community of high-performing financial advisors and their team members on the planet. Join us!

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Bug fixes and performance enhancements.

The developer, ClientWise LLC, 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
    • Location
    • Contact Info
    • User Content
    • Identifiers
    • Usage Data
    • 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
  • ClientWise LLC
Size
  • 104.9 MB
Category
  • Business
Compatibility
Requires iOS 16.0 or later.
  • iPhone
    Requires iOS 16.0 or later.
  • iPad
    Requires iPadOS 16.0 or later.
  • Mac
    Requires macOS 13.0 or later and a Mac with Apple M1 chip or later.
  • Apple Vision
    Requires visionOS 1.0 or later.
Languages
  • English
Age Rating
13+
  • 13+
  • Frequent
    Profanity or Crude Humour

    Infrequent
    Mature or Suggestive Themes
Copyright
  • © Mighty Software, Inc. 2024