iAdviser vs IOUly

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

Never forget who owes you money or what you borrowed. IOUly is a clean, simple, and completely private debt logger and IOU tracker built to keep your personal finances organized. Whether you lend money to friends, split household bills, or borrow cash for lunch, IOUly helps you record every transaction in seconds—without creating an account or syncing sensitive data to the cloud. Key Features: - Quick Debt Logging: Record lent and borrowed amounts instantly with names, dates, and notes. - 100% Offline & Private: All your data stays strictly on your device. No sign-up required. - Partial Paybacks: Log partial payments until the full balance is settled. - Clear Balances: View summary totals of who owes you and who you owe at a single glance. - Smart Reminders: Keep track of upcoming paybacks without any hassle. Take control of your personal loans and shared IOUs today with IOUly! https://levge.com/terms.html https://levge.com/privacy.html