BlackCase

Financial Gap Analysis & CRM

Free · Designed for iPad. Not verified for macOS.

Blackcase Financial connects you with licensed financial professionals to help you find and close gaps in your financial coverage. Use one secure platform to work with your advisor, agent, planner, or broker and keep your money decisions organized. Start with a free gap analysis. Answer a few clear questions about your income, savings, insurance, and retirement goals. Blackcase calculates your protection gaps and shows where your life, disability, and long term care coverage may fall short. Work directly with your financial professional. Schedule meetings with the AI powered booking assistant, join video calls, or place calls and send texts from inside the app. Keep every policy, account, and document connected to the right expert. Track your coverage over time. See your life insurance, annuity, and retirement accounts in one place. Monitor how changes in income, debt, or savings affect your long term plan and protection. Key features: • Free personalized financial gap analysis • AI powered scheduling for meetings and calls • Coverage tracking for retirement, life insurance, disability, and long term care • Central hub for your advisor, agent, planner, or broker • Tools to support tax, estate, and wealth planning Blackcase is built for clients and professionals who want clear insight, better planning, and stronger protection. Use it with your existing advisor or connect with a licensed professional who can help you review coverage, manage risk, and plan for the future. Patent Pending Technology © 2026 Blackcase Marketing LLC

Ratings & Reviews

  • 5.0
    out of 5
    2 Ratings

Polish and reliability across the app: • Smoother native scrolling • Cleaner AI voice assistant • Faster booking with add-to-calendar • Light-mode fixes throughout • Bug fixes and performance improvements

Version 3.0.19

The developer, Blackcase Marketing 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:

    • Financial Info
    • Contact Info
    • Identifiers
    • Usage Data

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

Accessibility

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

Information

Seller
  • Blackcase Marketing LLC
Size
  • 4.3 MB
Category
  • Finance
Compatibility
Requires iOS 15.0 or later.
  • iPhone
    Requires iOS 15.0 or later.
  • iPad
    Requires iPadOS 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
  • © 2026 Blackcase Marketing LLC
  • Developer Website
  • Privacy Policy

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