Advisor OS Launches on the Apple App Store, Bringing the Technology Advisor's Agency to iOS

FOR IMMEDIATE RELEASE · April 20, 2026

Catch Ventures LLC, the maker of Advisor OS, today announced the official launch of the Advisor OS iOS app on the Apple App Store. The free companion app brings the full operating system for technology advisors (deal pipeline, commission tracking, client accounts, project management, and partner relationships) to iPhone, iPad, and Mac.

The launch marks a milestone for the fast-growing technology advisory channel, which generates more than $40 billion in annual technology sales but has long been underserved by generic CRMs like Salesforce and HubSpot. Advisor OS is purpose-built for the brokers, consultants, and agents who help businesses evaluate, procure, and manage their technology stack, and the iOS app makes that platform available wherever advisors work.

Purpose-Built for the Technology Advisory Channel

Advisor OS is designed specifically for technology advisors, IT consultants, and telecom agents, not retrofitted from a generic sales tool. The iOS app mirrors that philosophy, bringing the specialized workflows advisors rely on every day to a mobile-first experience:

• Pipeline & deal management: Track deals through every stage with visibility into MRC, NRC, and commission estimates at a glance.
• Commission tracking: Monitor earnings across suppliers by month, quarter, and year-to-date without leaving the field.
• Client & account portfolios: Open any client and see vendor services, contracts, and project status instantly.
• Project management: Stay on top of implementation milestones and deadline alerts in real time.
• Smart alerts: Proactive notifications for contract expirations, aging deals, and renewal opportunities.
• Partner management: A full directory of agents, VARs, MSPs, and referral partners, right in your pocket.
• Universal search: Find any client, deal, contract, or partner in seconds.
• Privacy-first design: Biometric security, light and dark themes, and no developer data collection.

A Platform Advisors Can Finally Run On

"Technology advisors are relationship people. They're on the road, in meetings, on calls. They don't have time to sit at a desk keying data into Salesforce," said the Advisor OS team. "The iOS app closes the loop. Whether an advisor is walking out of a client meeting or sitting in an airport, their entire book of business is one tap away."

The app syncs in real time with the Advisor OS web platform, so updates made on mobile are immediately reflected across the desktop CRM, client portal, and partner directory. Advisors already using Advisor OS can simply download the app and sign in. No additional setup, no extra cost.

Availability

The Advisor OS iOS app is available worldwide as a free download on the Apple App Store today. It is compatible with iPhone, iPad, and Mac devices running iOS 15.1 or later. An active Advisor OS account is required. Advisory firms can request access at getadvisoros.com/contact or learn more on the Advisor OS mobile page.

About Advisor OS

Advisor OS is the purpose-built operating system for technology advisors. It combines a modern CRM, commission engine, contract intelligence, spend analytics, supplier directory, and a branded client portal into a single platform, replacing the patchwork of spreadsheets, generic CRMs, and one-off tools most advisory firms rely on today. Advisor OS is developed by Catch Ventures LLC. Learn more at getadvisoros.com.

Media Contact

Catch Ventures LLC
press@getadvisoros.com
getadvisoros.com

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