iAdviser
Branded app for advisors
Only for iPhone
Free
iPhone
iAdviser is the branded client app built for financial advisors who want to deliver a modern, compliant, and secure digital experience.
Give clients the convenience of live valuations, smart notifications, and encrypted document access, all under your own firm’s brand.
Key features for advisors
- Live portfolio valuations & insights – clients view up-to-date performance anytime.
- Smart notifications – automated alerts for portfolio updates, reviews, and milestones.
- Compliance tracking – manage suitability reviews and maintain a full audit trail.
- Secure data storage – End-to-end encryption to protect client information.
- Custom branding – your firm’s logo, colours, and identity throughout the app.
- Time-saving automation – reduce admin, stay organised, and focus on client relationships.
Why choose iAdviser
iAdviser is the branded client app built specifically for financial advisors.
Deliver a modern, compliant experience that clients expect from leading firms, without the cost or complexity of building your own platform.
Key features
- Live valuations & insights – Clients can view up-to-date portfolio data anytime.
- Smart notifications – Automated alerts for reviews, milestones, and statements.
- Compliance tracking – Built-in tools for suitability reviews and audit history.
- Secure storage – End-to-end encrypted, with compliant data protection.
- Custom branding – Your firm’s logo, colours, and identity throughout the app.
Why advisers choose iAdviser
Save hours of admin every week, reduce compliance risk, and deliver the digital experience your clients already expect.
iAdviser helps firms compete confidently with the biggest institutions.
For more information visit www.iadviseruk.co.uk
Ratings & Reviews
This app has not received enough ratings or reviews to display an overview.
Bug Fixes & Performance Enhancements: We've squashed minor bugs to improve your experience
The developer, Iadviser Pte. Ltd., 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 Linked to You
The following data may be collected but it is not linked to your identity:
- Usage Data
- Diagnostics
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Size
- 69.7 MB
- Category
- Finance
- Compatibility
Requires iOS 15.6 or later.
- iPhone
Requires iOS 15.6 or later. - iPod touch
Requires iOS 15.6 or later. - Apple Vision
Requires visionOS 1.0 or later.
- Languages
- English
- Age Rating
4+
- 4+
- Provider
Iadviser Pte. Ltd.
- Iadviser Pte. Ltd. has identified itself as a trader for this app and confirmed that this product or service complies with European Union law.
- DUNS Number
659152123 - Address
C/O: OSOME LTD.
77 Robinson Road
Singapore 068896
Singapore - Phone Number
+44 7470367964 - Email
communications@iadviser.com.sg
- Copyright
- © iAdviser