iAdviser vs Holborn Assets

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

Your Wealth, Simplified. Managing your wealth doesn't have to be complicated. With the Holborn App, it's not. The Holborn App puts your finances at your fingertips. Experience a seamless, secure, all-in-one financial management solution that fits in your pocket. Track your investments, monitor your property portfolio and stay on top of everything that matters. Key features See your assets at a glance Want to know what money you have and where? Get a clear, real-time breakdown of your portfolio asset allocation. Track investment performance Track your investment performance in real time and gain valuable market insight. Manage insurance policies View all your active insurance policies in one place. Find details on coverage, renewal dates, policy documents and more. View, manage and track CBI/RBI applications Track the progress of your CBI/RBI applications, submit documents and stay updated every step of the way. Keep tabs on your properties Access key information on your investment properties, including purchase details and rental yield. Schedule meetings with your financial adviser Need expert advice? Schedule a meeting with your dedicated financial adviser directly through the app. Market news and insights Learn more about our product range and read the latest market news and insights. Why use the Holborn App? • User experience: There are no complicated menus, just a simple interface and a user-friendly experience. • Security: Your security is our top priority. With biometric login and two-factor authentication (2FA), you can be sure your data is safe. • Global access: Wherever life takes you, the Holborn App lets you manage your wealth anytime, anywhere. Who are Holborn Assets? Established in 1998, Holborn Assets is a global, award-winning financial service provider. We offer independent financial advice tailored to your needs and financial goals. Our passion is helping people put the right money, in the right place, at the right time. What does Holborn Offer? • Independent financial advice • Wealth management solutions • Retirement and estate planning services • Residency and citizenship by investment • Property investments • Insurance Manage your wealth effortlessly anytime, anywhere. Download the Holborn App and take control of your financial future.