iAdviser vs Utmost Wealth

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

GETTING STARTED The Utmost Wealth App is currently available to all users and policies in the Online Service Centre Online Service Centre URL - https://my.utmostworldwide.com/portfoliomanager - https://my.utmostpaneurope.com/portfoliomanager To access the App, policyholders must first register for our Utmost Online Service Centre. Please visit the registration page and follow the simple steps to complete the registration and you must be opted into MFA before the mobile app can be used. Once you have registered for the Online Service Centre, you can download the Utmost Wealth App. If you are already a registered user of the Online Service Centre, you can skip this step. APP FEATURES -View multiple policies in one place. -Check the latest policy value instantly, anytime. -See detailed holdings, including cash and asset classification. -Optional secure messaging with Utmost. -Access FAQs, contact details and support information. -Safe and secure login with Face ID or PIN. IMPORTANT By downloading the App, you agree to Utmost’s Terms and Conditions. These are available to read via the App. Utmost Wealth is authorised and regulated by the: - Isle of Man Financial Services Authority for entities in the Isle of Man. - Financial Conduct Authority (FCA) for entities in the UK. - Central Bank of Ireland for Irish entities. - Commissariat aux Assurances for the Luxembourg-based Lombard International Assurance S.A.