ClientWise eXchange™ app for iPhone and iPad

4.6 ( 6736 ratings )

Business Finance
Developer: ClientWise LLC

Free

Current version: 8.128.22, last update: 6 months ago
First release : 22 Sep 2023
App size: 138.66 Mb

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!