# iAdviser — Branded app for advisors

> Branded app for advisors (iPhone/iPad app by Iadviser Pte. Ltd..)

- Source: https://appshunter.io/ios/app/iadviser/id6447683319 (this page in markdown: same URL + `.md`)
- Developer: [Iadviser Pte. Ltd.](https://appshunter.io/developer/1778705856)
- Category: Finance
- Price: Free
- Age rating: 4+
- Requires: iOS 15.6 · 67 MB
- Languages: American English
- Released: 2023-11-24
- Data updated: 2026-08-11
- User reviews in markdown: https://appshunter.io/ios/app/iadviser/id6447683319/reviews.md

## What is iAdviser?

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


## Version history (last 5 releases)

### 1.0.145 — 2026-08-07

Bug Fixes & Performance Enhancements: We've squashed minor bugs to improve your experience

### 1.0.135 — 2026-04-20

Bug Fixes & Performance Enhancements: We've squashed minor bugs to improve your experience

### 1.0.133 — 2026-04-16

Bug Fixes & Performance Enhancements: We've squashed minor bugs to improve your experience

### 1.0.132 — 2026-04-15

Bug Fixes & Performance Enhancements: We've squashed minor bugs to improve your experience

### 1.0.120 — 2026-03-27

Bug Fixes & Performance Enhancements: We've squashed minor bugs to improve your experience

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-08-11.*