The app clients expect
Deliver a premium client experience with your own branded app, professional, trusted, and built for modern advisers.
Deliver a premium client experience with your own branded app, professional, trusted, and built for modern advisers.
Everything in sync
Everything in sync
Everything in sync
iAdviser is built for you
Built for advisers. Secure by design.
Client data encrypted end-to-end, GDPR compliant storage, and one secure hub to streamline admin, simplify compliance, and protect client trust.
Seamless adviser integrations
Connect directly with custodians, CRMs, pricing feeds, and reporting platforms. Our advisor CRM integrations mean you work from one place, not ten.
Save time, grow clients
Cut hours of admin with automated compliance and reporting. Use that time to grow your practice, deliver better financial advice, and engage more clients.
iAdviser is built for you
Built for advisers. Secure by design.
Client data encrypted end-to-end, GDPR compliant storage, and one secure hub to streamline admin, simplify compliance, and protect client trust.
Seamless adviser integrations
Connect directly with custodians, CRMs, pricing feeds, and reporting platforms. Our advisor CRM integrations mean you work from one place, not ten.
Save time, grow clients
Cut hours of admin with automated compliance and reporting. Use that time to grow your practice, deliver better financial advice, and engage more clients.
iAdviser is built for you
Built for advisers. Secure by design.
Client data encrypted end-to-end, GDPR compliant storage, and one secure hub to streamline admin, simplify compliance, and protect client trust.
Seamless adviser integrations
Connect directly with custodians, CRMs, pricing feeds, and reporting platforms. Our advisor CRM integrations mean you work from one place, not ten.
Save time, grow clients
Cut hours of admin with automated compliance and reporting. Use that time to grow your practice, deliver better financial advice, and engage more clients.
Tasks
Stay on top of every deadline
Stay on top of every deadline
Never miss an observation, check-in, or review. Tasks are automatically created and tracked, so you know exactly what’s due today and what’s coming next.
Client Insights
Understand clients at a glance
Understand clients at a glance
See risk profiles, recent activity, top holdings, and next actions. Insights update in real time so you can focus every conversation on what really matters.
Compliance Tracker
Simplify compliance checks
Simplify compliance checks
Suitability reviews, KYC documents, and audit trails are centralised in one place. Automatic alerts keep you ahead of expiring documents and regulatory deadlines.
What our customers say
The app makes us look as polished as the bigger firms with over 1B AUM. Prospects notice it straight away and it gives us instant credibility.
Partner
Mid-Sized Advisory Firm
Tasks and compliance reminders used to be scattered across spreadsheets and email chains. Now it’s all in one place, automatically updated and easy to track. It’s freed up our team to focus on clients rather than chasing admin.
Compliance Officer
Boutique Firm
Honestly, it just shows the company off in the right way. Having our own branded app sets us apart immediately.
Managing Director
UK Advisory
Our clients love being able to log in anytime, see valuations, and receive notifications about their portfolios. It’s modern, intuitive, and makes them feel more connected to the advice we provide. It has become part of how we show value.
Independent Adviser
Latin America
We were worried about falling behind bigger firms on technology. This platform has flipped that on its head - now we’re ahead of the curve and can confidently say we’re offering a best-in-class client experience.
Partner
Growth Advisory Practice
The notifications make it feel like we’re always on top of client relationships, even when we’re busy. Birthdays, reviews, and milestones never get missed. Clients comment on how personal it feels, which has led to stronger loyalty and more referrals.
Senior Financial Planner
Asia Family Office
We expected a long, difficult rollout, but the setup was surprisingly quick. Within a week our advisors were using it confidently, and clients were logging into the app without any hand-holding. It’s rare for new technology to feel this smooth.
Manager
Advisory Network
What our customers say
The app makes us look as polished as the bigger firms with over 1B AUM. Prospects notice it straight away and it gives us instant credibility.
Partner
Mid-Sized Advisory Firm
Tasks and compliance reminders used to be scattered across spreadsheets and email chains. Now it’s all in one place, automatically updated and easy to track. It’s freed up our team to focus on clients rather than chasing admin.
Compliance Officer
Boutique Firm
Honestly, it just shows the company off in the right way. Having our own branded app sets us apart immediately.
Managing Director
UK Advisory
Our clients love being able to log in anytime, see valuations, and receive notifications about their portfolios. It’s modern, intuitive, and makes them feel more connected to the advice we provide. It has become part of how we show value.
Independent Adviser
Latin America
We were worried about falling behind bigger firms on technology. This platform has flipped that on its head - now we’re ahead of the curve and can confidently say we’re offering a best-in-class client experience.
Partner
Growth Advisory Practice
What our customers say
The app makes us look as polished as the bigger firms with over 1B AUM. Prospects notice it straight away and it gives us instant credibility.
Partner
Mid-Sized Advisory Firm
Tasks and compliance reminders used to be scattered across spreadsheets and email chains. Now it’s all in one place, automatically updated and easy to track. It’s freed up our team to focus on clients rather than chasing admin.
Compliance Officer
Boutique Firm
Honestly, it just shows the company off in the right way. Having our own branded app sets us apart immediately.
Managing Director
UK Advisory
Our clients love being able to log in anytime, see valuations, and receive notifications about their portfolios. It’s modern, intuitive, and makes them feel more connected to the advice we provide. It has become part of how we show value.
Independent Adviser
Latin America
We were worried about falling behind bigger firms on technology. This platform has flipped that on its head - now we’re ahead of the curve and can confidently say we’re offering a best-in-class client experience.
Partner
Growth Advisory Practice
Frequently asked questions
Have questions? We’ve got answers.
Is client data secure and GDPR compliant?
Yes. All client data is encrypted in transit and at rest, with GDPR-compliant storage and strict access controls. Security and compliance are built into the platform from day one.
How quickly can I get set up?
Most firms can be up and running in just a few days. Our onboarding team will guide you step by step so your app is ready without disruption.
Can the app be branded for my firm?
Absolutely. Your app carries your firm’s name, logo, and identity so clients see it as your technology, not a generic platform.
What support do you provide for advisers?
We provide live onboarding, ongoing support, and a knowledge base. You’ll never be left alone, our team is here to make sure you get the most out of the platform.
How does iAdviser help me build client trust?
By giving you a branded, secure app with smart notifications and live data, you present as modern and professional. Clients feel valued, engaged, and confident in your service.
Can my clients access the app on mobile devices?
Yes. The iAdviser app is available on both iOS and Android, giving your clients access to their information wherever they are.
Does the platform help with compliance tasks?
Yes. The system automatically tracks suitability reviews, KYC renewals, and audit logs so you can stay compliant with less admin.
What features will my clients see?
Clients can view live valuations, portfolio breakdowns, documents, and receive smart notifications for updates and milestones.
Can I request new features for my firm?
Yes. We actively develop based on adviser feedback and can discuss custom needs to fit your business.
How much does it cost?
Pricing is transparent and scales with your needs. You’ll know exactly what you’re paying for, with no hidden fees.
Frequently asked questions
Have questions? We’ve got answers.
Is client data secure and GDPR compliant?
Yes. All client data is encrypted in transit and at rest, with GDPR-compliant storage and strict access controls. Security and compliance are built into the platform from day one.
How quickly can I get set up?
Most firms can be up and running in just a few days. Our onboarding team will guide you step by step so your app is ready without disruption.
Can the app be branded for my firm?
Absolutely. Your app carries your firm’s name, logo, and identity so clients see it as your technology, not a generic platform.
What support do you provide for advisers?
We provide live onboarding, ongoing support, and a knowledge base. You’ll never be left alone, our team is here to make sure you get the most out of the platform.
How does iAdviser help me build client trust?
By giving you a branded, secure app with smart notifications and live data, you present as modern and professional. Clients feel valued, engaged, and confident in your service.
Can my clients access the app on mobile devices?
Yes. The iAdviser app is available on both iOS and Android, giving your clients access to their information wherever they are.
Does the platform help with compliance tasks?
Yes. The system automatically tracks suitability reviews, KYC renewals, and audit logs so you can stay compliant with less admin.
What features will my clients see?
Clients can view live valuations, portfolio breakdowns, documents, and receive smart notifications for updates and milestones.
Can I request new features for my firm?
Yes. We actively develop based on adviser feedback and can discuss custom needs to fit your business.
How much does it cost?
Pricing is transparent and scales with your needs. You’ll know exactly what you’re paying for, with no hidden fees.
Frequently asked questions
Have questions? We’ve got answers.
Is client data secure and GDPR compliant?
Yes. All client data is encrypted in transit and at rest, with GDPR-compliant storage and strict access controls. Security and compliance are built into the platform from day one.
How quickly can I get set up?
Most firms can be up and running in just a few days. Our onboarding team will guide you step by step so your app is ready without disruption.
Can the app be branded for my firm?
Absolutely. Your app carries your firm’s name, logo, and identity so clients see it as your technology, not a generic platform.
What support do you provide for advisers?
We provide live onboarding, ongoing support, and a knowledge base. You’ll never be left alone, our team is here to make sure you get the most out of the platform.
How does iAdviser help me build client trust?
By giving you a branded, secure app with smart notifications and live data, you present as modern and professional. Clients feel valued, engaged, and confident in your service.
Can my clients access the app on mobile devices?
Yes. The iAdviser app is available on both iOS and Android, giving your clients access to their information wherever they are.
Does the platform help with compliance tasks?
Yes. The system automatically tracks suitability reviews, KYC renewals, and audit logs so you can stay compliant with less admin.
What features will my clients see?
Clients can view live valuations, portfolio breakdowns, documents, and receive smart notifications for updates and milestones.
Can I request new features for my firm?
Yes. We actively develop based on adviser feedback and can discuss custom needs to fit your business.
How much does it cost?
Pricing is transparent and scales with your needs. You’ll know exactly what you’re paying for, with no hidden fees.