ClientWise eXchange‪™‬ 12+

Community. Content. Learning‪.‬

ClientWise LLC

Designed for iPad

    • Free

Screenshots

Description

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!

What’s New

Version 8.178.21

Bug fixes and performance enhancements.

App Privacy

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 on, for example, the features you use or your age. Learn More

You Might Also Like

Parr McKnight Mobile
Finance
Zocks
Business
IWI Publications
Finance
FPA Publications
Finance
Pareto Systems
Business
Ed Slott’s Elite IRA Advisor
Business