Platform exclusively for Wealth Management Advisors

The ClientWise eXchange™ is an online platform that brings the very best of social media, eLearning, content management all in one secure,
online location that is focused exclusively on forwarding the success of the large network of financial advisors.

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At ClientWise, we're connectors. 

financial advisor groupthink advice for financial advisors   practice management for financial advisors

connections, collaboration & content

 

 

 

 

Practice Management Tools with the Support Advisors Need

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social learning for financial advisors

Learn More. Earn More. Impact More.


FINANCIAL ADVISOR

Practice Management Content around all of your possible needs, Connect with Industry Thought Leaders and ClientWise Coaches!

 
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ADVISORY TEAMS

Part of a team? The ClientWise eXchange™ is really built for you. Secret groups, content sharing, and you can add up to 10 members for $10/month
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CORPORATE 

We're pretty flexible when it comes to partnering. You feel that the eXchange™ can benefit your business affiliated with financial professionals? Lets connect
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COMPLIMENTARY TRIAL

 
free trial

About Us

The eXchange™ provides financial advisors the platform to access proprietary content developed from working with top performers in the industry,  access to a network of high performing financial professionals across the nation, and the ability to engage with the world's highest credentialed executive coaches.

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Contact Us

[fa icon="phone"]  (800) 732-0876

[fa icon="envelope"]  info@clientwise.com

[fa icon="home"]  487 East Main Street, Mount Kisco NY
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