iAdviser
Branded app for advisors
Only for iPhone
Free
iPhone
iAdviser gives financial advisors a secure, branded app to simplify compliance, automate admin, and keep clients engaged with smart notifications.
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 hasn’t received enough ratings or reviews to display an overview.
Bug Fixes & Performance Enhancements: We've squashed some bugs to improve your experience. The app should now run smoother and faster.
Graph Enhancements: Visual updates to your financial graphs for a more dynamic and engaging experience.
Swipe-to-Refresh on Home Page: Refresh your valuations effortlessly with a simple swipe down on the home page.
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
- Seller
- Iadviser Pte. Ltd.
- Size
- 69.4 MB
- Category
- Finance
- Compatibility
Requires iOS 14.0 or later.
- iPhone
Requires iOS 14.0 or later. - iPod touch
Requires iOS 14.0 or later. - Apple Vision
Requires visionOS 1.0 or later.
- Languages
- English
- Age Rating
4+
- 4+
- Copyright
- © iAdviser