FLEX Connect Mobile
Sowell Management Business iPhoneiPadiPod touch
FLEX Connect Mobile is a free Business app for iPhone and iPad by Sowell Management. Requires iOS 12.0. Updated July 19, 2024.
- Price
- Free
- on the App Store
- Size
- 13 MB
- Age 17+
- Updated
- Jul 19
- 2024 · v3.4.0
Screenshots
About FLEX Connect Mobile
FLEX Connect Mobile app provides greater visibility into both clients' overall financial picture and FLEX Connect's wealth advisory services. For clients, the app lets you: • View your accounts in a consolidated manner • See up-to-date performance returns and holdings on the household, account and portfolio levels • Access to your document vault where quarterly statements and other important documents reside • Household allocation by asset class • Details and Contact Information for FLEX Connect and your Wealth Advisor • And now with an improved interface and user experience For Wealth Advisors, the app lets you: • Search within your clients and see a consolidated view of accounts, portfolios, and holdings • Review your upcoming CRM calendar as a whole or by client. This application is free to download.
What’s new
Version 3.4.0 · Updated July 19, 2024
Bug fix
App privacy
The developer, Sowell Management, reported these privacy practices to Apple.
Data Linked to You
The following data, which may be collected and linked to your identity, may be used for the following purposes:
- Search History: Search History
Used for: Product Personalization
Data Not Linked to You
The following data, which may be collected but is not linked to your identity, may be used for the following purposes:
- Identifiers: Device ID
- Usage Data: Product Interaction
- Diagnostics: Other Diagnostic Data
Used for: Analytics
Alternatives to FLEX Connect Mobile
Looking for apps like FLEX Connect Mobile? Here are 6 similar apps on the App Store. The highest rated is Wealthbox (4.8/5), and all 6 are free to download.
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GeoWealth
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SAP GTMKOM Americas 2026
1.4
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FFB - First Financial Bank
4.7
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Wealthbox
4.8
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MyRepChat
2.5
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Investor360°
2.7
| App | Rating | Price | Last updated | Compare |
|---|---|---|---|---|
| FLEX Connect Mobile | – | Free | July 19, 2024 | |
| GeoWealth | – | Free | May 20, 2026 | Compare |
| SAP GTMKOM Americas 2026 | 1.4 / 5 (10) | Free | Jan 5, 2026 | Compare |
| FFB - First Financial Bank | 4.7 / 5 (1,655) | Free | Oct 15, 2026 | Compare |
| Wealthbox | 4.8 / 5 (1,705) | Free | Oct 27, 2026 | Compare |
| MyRepChat | 2.5 / 5 (59) | Free | Sep 28, 2026 | Compare |
| Investor360° | 2.7 / 5 (116) | Free | Aug 21, 2026 | Compare |