AAS SMSF & Portfolio Admin

Finance

Free · Designed for iPad. Not verified for macOS.

Track portfolio performance, visualize trends with interactive charts, and access key insights securely from anywhere. Whether you're preparing for a meeting or providing on-the-go advice, AAS helps you deliver real-time value to your clients. Key Features: • Track super fund performance at a glance • Secure access to client portfolio data • Interactive bar and pie charts for performance tracking • Real-time investment tracking and balance updates • Clean and professional UI designed for advisors • Works seamlessly with your existing AAS account • Push notifications The AAS investment app empowers financial advisors with the tools they need to analyse, plan, and support clients from anywhere — all in one powerful mobile platform.

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Push Notifications

The developer, Accounting and Adviser Services Pty Ltd (AAS), indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .

  • Data Not Collected

    The developer does not collect any data from this app.

    Privacy practices may vary, for example, based on the features you use or your age. Learn More

    The developer has not yet indicated which accessibility features this app supports. Learn More

    Seller
    • Accounting and Adviser Services Pty Ltd
    Size
    • 26.7 MB
    Category
    • Finance
    Compatibility
    Requires iOS 15.1 or later.
    • iPhone
      Requires iOS 15.1 or later.
    • iPad
      Requires iPadOS 15.1 or later.
    • iPod touch
      Requires iOS 15.1 or later.
    • Mac
      Requires macOS 12.0 or later and a Mac with Apple M1 chip or later.
    • Apple Vision
      Requires visionOS 1.0 or later.
    Languages
    • English
    Age Rating
    4+
    Copyright
    • © 2025 Portfolio