Bera Vision

Values-Based Wealth Planning

Free · Designed for iPad. Not verified for macOS.

Bera Vision helps advisors turn client values and goals into a clear, actionable vision plan that guides meaningful decisions and measurable progress. Transform Client Conversations. Build Plans That Actually Matter. Bera Wealth Values is the advisor-first platform that puts what clients care about most at the center of every financial plan. Designed by wealth professionals for wealth professionals, Bera Wealth Values bridges the gap between what clients say they want and what they truly value — making every planning conversation more meaningful, more productive, and more memorable. WHAT MAKES BERA WEALTH VALUES DIFFERENT Most financial planning tools are built around spreadsheets and projections. Bera Wealth Values starts with something more powerful: the values, priorities, and life goals that drive every financial decision your clients will ever make. FEATURES BUILT FOR THE MODERN ADVISOR Values Assessments - Run structured, guided assessments that surface what clients value most. Walk into every meeting with a clearer picture of your client's priorities — and a stronger foundation for every recommendation you make. Goal Planning Workspace - Create, organize, and prioritize client goals in a single, centralized workspace. Action items stay visible. Milestones stay measurable. Progress never gets lost between meetings. AI-Assisted Planning - Leverage built-in AI workflows to sharpen planning language, refine client priorities, and move from discovery to actionable next steps faster than ever. Spend less time drafting — more time advising. Advisor Dashboard - Get a real-time view of activity, adoption, and plan progress across your entire book of business. Identify follow-up opportunities the moment they arise — before they become missed connections. Team & Permissions Management - Scale your practice with confidence. Role-based access controls give the right people the right visibility, keeping your team aligned and accountable without the complexity. Client Management - Centralize client profiles, relationship history, and planning context in one place. Walk into every meeting prepared, personalized, and ready to deliver genuine value. GET UP AND RUNNING IN MINUTES Bera Wealth Values is designed to be intuitive for advisors and clients alike. No lengthy onboarding. No technical headaches. Just a clean, simple experience that fits seamlessly into how your practice already works — from day one. WHO IS BERA WEALTH VALUES FOR? - Independent RIAs and wealth advisors looking to deepen client relationships - Advisory teams that want consistent, values-driven planning across every advisor - Practices ready to differentiate with a modern, AI-powered planning approach JOIN ADVISORS ALREADY GROWING WITH BERA WEALTH VALUES The most successful advisors don't just manage money — they understand what money means to the people who have it. Bera Wealth Values gives you the tools to have those conversations at scale, with consistency, and with confidence. Built by advisors. For advisors. SUPPORT & RESOURCES Questions? Visit our guides at docs.berawealth-values.com or reach us directly at support@berawealth-values.com.

Ratings & Reviews

  • This app hasn’t received enough ratings or reviews to display an overview.

What’s New in 1.1.0 - New iOS client management tools for faster, more organized client workflows. - Improved navigation and updates across client details and planning views. - Bug fixes and performance improvements for a smoother, more reliable experience.

Version iOS App Version 1.1.0

The developer, BVision, LLC, 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:

    • Contact Info

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

Accessibility

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

Information

Seller
  • BVision, LLC
Size
  • 6.9 MB
Category
  • Finance
Compatibility
Requires iOS 18.0 or later.
  • iPhone
    Requires iOS 18.0 or later.
  • iPad
    Requires iPadOS 18.0 or later.
  • Mac
    Requires macOS 15.0 or later and a Mac with Apple M1 chip or later.
  • Apple Vision
    Requires visionOS 2.0 or later.
Languages
  • English
Age Rating
16+
Copyright
  • © 2026 BVision, LLC. All rights reserved.
  • Developer Website
  • Privacy Policy