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

  • 5.0
    out of 5
    6 Ratings

Bug fixes and performance enhancements.

Version 8.236.59

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, 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
    • 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+
    • Learn More
    • Frequent
      Profanity or Crude Humor

      Infrequent
      Mature or Suggestive Themes
  • Copyright
    • © Mighty Software, Inc. 2024
  • Developer Website
  • Privacy Policy

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