Skip to content
Android & iPhone app

Online Trading Leads

Leads, a thread per client and consent records for advisers, insurance agents and mortgage brokers. A record-keeping tool only: no trading and no investment advice.

Google Play: coming soonApp Store: coming soon
Status
Google Play: coming soonApp Store: coming soon
Platforms
Android and iPhone
Languages
English and Hebrew, including right-to-left
Pricing
7-day free trial, then a monthly or yearly subscription
Built by
NPCoding

(01) What it does

The name says who the app is for. It has no trading, signals, brokerage or investment advice, it holds or moves no money, and it never buys, sells or shares leads. Every lead is someone who wrote to you or whom you added yourself.

It is built on the same base as Leads, with additions for the field: a consent record for each lead, a do-not-contact list that blocks a contact made by mistake, and post templates that don't promise returns. If an offer you wrote reads like a promise of returns, the app warns you. Whether your records meet the rules of your licence and your country is for you to check.

(02)Who it's for

Made for people like these.

  • Investment advisers and portfolio managers, insurance and pension agents.
  • Mortgage brokers and people who sell courses about the markets.

(03)Key features

What's in it, feature by feature.

  • 01

    A link and QR code

    A WhatsApp link with a ready first message, and a QR code for a business card or the office door, with a different message for every place you share.

  • 02

    A thread and a meeting summary

    Calls, notes, voice notes, files and proposals in one thread, with "What we discussed", "Next step" and a reminder.

  • 03

    Consent records

    When, how and for which channels consent was given. Records can't be edited or deleted; a change is written as a new record.

  • 04

    A do-not-contact list

    Blocks calls, WhatsApp, text and email by number and email address, even on a new lead with the same details.

  • 05

    Tags and filters

    Tags for what each person is interested in: investments, pensions, insurance, mortgages or a trading course.

  • 06

    Export the consent log

    To CSV, Excel and JSON, with every consent, withdrawal and change.

Screenshots

  • A WhatsApp link and QR code with a ready first message
  • A client file with meeting summaries
  • A consent record for a lead: when, how and for which channels
  • The Today list: next steps and leads waiting
  • Post templates that don't promise returns
  • The do-not-contact list that blocks a contact

(04)FAQ

Questions, answered.

Can I trade or get signals in the app?

No. It is a tool for recording leads and clients only. It has no trading, signals, brokerage or investment advice, and it holds or moves no money.

Does the app buy or sell leads?

No. Every lead is someone who contacted you or whom you added yourself.

Does the app guarantee I meet the regulations?

No. It helps you record consent and avoid contacting people who asked you not to. Meeting your licence rules and the law in your country is up to you.

How does the free trial work?

A subscription starts with a 7-day free trial and nothing is charged during it. The trial is for new subscribers, and the app offers it only when your store account is still eligible. After the trial the subscription renews on its own unless you cancel at least 24 hours before it ends, in your Google Play or App Store subscription settings.

(05)Related

More from the same shelf.

All apps

Online Trading Leads is a tool for recording leads and clients. It is not a trading platform, gives no investment advice and does not buy or sell leads.

Next step

Need a plugin or an app of your own?

The team that makes these products also builds web and mobile apps, plugins and integrations for clients. Tell us what you need, and we'll come back with practical next steps and an honest estimate.

Start a project Email