iAdviser
iAdviser

Leading You into the Future of Financial Excellence

Delivering exceptional financial opportunities.

Developed in partnership with Hedgehogs Labs:

Digital Product Consultancy

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IAdvisor
IAdvisor
IAdvisor
  • White label
    Your Mobile App
  • Consolidated Portfolio Valuations
    for investment tracking
  • Risk Profile assessments
    Provided by 'Oxford Risk'
  • AI Generated
    Suitability Reports
  • Automatically completed Dealing Forms
    with integrated 'Docusign'

Integrated APIs

Powering Advisors with Tomorrow's Financial Innovation

  • AI Generated Reports

    Save hours of administration time with the AI generated suitability reports

  • Monitoring

    Consolidated portfolio view, with wealth, savings and pensions goal tracking

  • Portability

    White label App based user interface with management Desktop portal

Powering Advisors with Tomorrow's Financial Innovation
  • Digital Integrated
    Intuitive FactFind.
  • Send clients 'Notifications'
    and Advisers Product updates
  • Integrated Asset analysis documents
    Provided by 'Morning Star'.
  • Intelligent Reports
    Efficient access to management information

Make informed decisions anytime, anywhere with iAdviser

  • Communication

    Integrated 'Notifications' and Messaging system to facilitate and record communications

  • Trade

    Integrated buy and sell transaction processing from within the App with electronic signatures

  • Digital Integrated Fact Find

    Intuitive completion of your client Fact Find on your mobile phone

Make informed decisions anytime, anywhere with iAdviser
  • Secure one-touch messaging
    between Advisers and Clients
  • Savings and Pensions calculators
    Enabling client goals monitoring
  • Product Provider documentation hub
    Client document store
  • Fee records
    Consolidated income pay slips

Enhance Your Advisory Experience with iAdviser

iAdviser is your tailored client management solution for your International Financial Advisory business. Streamlining everyday tasks and empowering advisors with data-driven decisions, iAdviser consolidates financial status, risk appetite, and AI reporting.

Enhance Your Advisory Experience with iAdviser