Swivel Connect · Mobile App
Your whole practice, in your pocket.
Swivel Connect puts your book on your phone. Check production between appointments, pull up a client, record an AI note, run a workflow, and generate a Swivel Summary — all synced with your CRM in real time. Free on iOS and Android.
On the go
The CRM moments that can't wait for your desk.
The drive home from a seminar, the few minutes before a meeting, the call you take on the move — Swivel Connect is built for exactly those moments.
Production at a glance
A dashboard of your submitted and issued business and compensation, broken down by product line.
Every contact with you
Open a client, review their notes, documents, tasks, and appointments, and add a follow-up on the spot.
Capture the meeting
Record an AI Note and pull up a Swivel Summary without opening your laptop.
Why advisors use it
One app, everything synced.
Run your day from anywhere
Manage tasks, run workflows, and update appointments without being chained to your desk.
Real-time sync
Anything you do on the app shows up on your desktop CRM instantly — and vice versa.
Free on iOS & Android
Swivel Connect is included — download it from the App Store or Google Play and sign in.
Built for your whole team
You and your staff each work from the same live data, wherever the day takes you.
FAQ
Questions, answered.
Is the Swivel mobile app free?
Yes. Swivel Connect is a free companion app for Swivel, available on both iOS and Android.
What is the advisor mobile app called?
Swivel Connect. It's the advisor-facing app for you and your staff — a companion to your Swivel CRM, not a separate system.
Can I record an AI note from my phone?
Yes. You can record a meeting with the AI Notetaker right in Swivel Connect, and the structured summary is written back to the client's record.
Does the app sync with my desktop CRM?
Yes. Everything you do in Swivel Connect syncs with your Swivel CRM in real time, so the app and your desktop always match.
Take your book with you.
See Swivel Connect on a quick walkthrough built around the way you work between meetings.