iAdviser

iAdviser

About this app

iAdviser is the branded client app built for financial advisers 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 advisers

- 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 brings enterprise-grade technology to boutique and mid-sized advisory firms.

Save hours each week, strengthen compliance, and give clients the polished experience they already expect from larger institutions, without the cost or complexity of building your own app.

Built for advisers. Secure by design.

Learn more at https://iadviseruk.co.uk



Website: https://iadviseruk.co.uk
Email: [e-mail]