ClientWise eXchange™

Community. Content. Learning.

Free · Designed for iPad

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

  • 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
  • Provider
    ClientWise LLC
    • ClientWise LLC has not identified itself as a trader for this app. If you are a consumer in the European Economic Area, consumer rights do not apply to agreements between you and the provider.
  • Copyright
    • © Mighty Software, Inc. 2024