
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!
Ratings & Reviews
This app has not received enough ratings or reviews to display an overview.
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
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- 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