WealthAims vs iAdviser

WealthAims is an exclusive Client Portal App designed for clients of a Wealth and Financial Advice Firm. This app's access is granted only after setup through your financial advice firm’s Client Portal website. With WealthAims, you can: Securely access important financial documents shared by your adviser. Stay connected with your financial adviser. This app is a dedicated tool to enhance your financial planning experience, keeping everything you need in one place. If you’re a client of a participating financial advice firm, ensure your login is set up through your adviser’s client portal before using the mobile app. Download WealthAims today and simplify your financial journey!

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