Now on iOS

Your agency, in your pocket.

Advisor OS Mobile brings the full operating system for technology advisors to iPhone, iPad, and Mac. Pipeline, commissions, clients, projects, and partners - one tap away, wherever you work.

Free · iOS 15.1+ · iPhone, iPad, Mac

Built for the field

Everything advisors do, on the go.

Advisor OS Mobile is the companion to the Advisor OS web platform - a real-time mirror of your entire agency, designed for the way advisors actually work.

Pipeline at a glance

See every open deal, stage, MRC, NRC, and commission estimate from the home screen.

Commissions, everywhere

Track earnings across suppliers by month, quarter, and year-to-date - no spreadsheet required.

Client portfolios

Open any client to see vendor services, contracts, projects, and spend in seconds.

Project management

Stay on top of implementation milestones with real-time status and deadline alerts.

Smart alerts

Proactive notifications for contract expirations, aging deals, and renewal opportunities.

Partner directory

Your full network of agents, VARs, MSPs, and referral partners - searchable in a tap.

Universal search

Find any client, deal, contract, or partner across your entire agency instantly.

Biometric security

Face ID and Touch ID keep your book of business secure. No developer data collection.

Real-time sync

One platform. Two entry points.

Every change you make on iOS shows up instantly in the Advisor OS web app, client portal, and partner directory. No imports, no exports, no double entry. Just one source of truth for your agency.

Add a deal on your phone - your team sees it in the pipeline immediately.
Update commissions on the desktop - your forecasts refresh on mobile.
Upload a contract from anywhere - AI extracts the terms and routes the alerts.

Requires an Advisor OS account.
Request access →