Apps for Financial Advisers
The cost of app development has fallen to a fraction of what it was in the past. Apps are becoming standard within professional services, and have multiple benefits. With AI help we can construct an app that can sweep up admin tasks, internal and external communication, and marketing. Start the process of getting your own bespoke app in place now.
Your Bespoke Financial Adviser App
Designed by you, for your precise needs
Feature List
Click on a feature to learn more
Client Onboarding Made Simple
Collect client details, fact-finds, and consent forms digitally in one smooth process. No more back-and-forth emails or chasing paperwork — everything is gathered securely and automatically stored.
Why it helps: Saves hours per client and ensures nothing gets missed at the start of the relationship.
Portfolio Access
Your clients can log in securely to view their portfolios at any time. They can see performance, balances, and key updates in one central place without waiting for reports or chasing updates.
Why it helps: This reduces the number of routine requests you need to handle, saves you time preparing statements, and gives you more space to focus on meaningful conversations about strategy and long-term goals. It also creates a more transparent and professional experience that strengthens client trust.
Appointment Scheduling & Reminders
Clients can book time directly into your calendar, with automated reminders to reduce no-shows.
Why it helps: Frees up your diary management and avoids wasted time on missed calls.
Secure Document Sharing
Share reports, recommendations, and updates instantly in a secure client portal. Clients can log in anytime to access key documents.
Why it helps: Cuts down on endless emails and gives clients a professional, always-available hub for their financial information.
Streamlined Communication
Built-in messaging keeps all conversations in one secure space, with the option for notifications and updates.
Why it helps: No more lost threads in overflowing inboxes — communication stays organised and easy to track.
Resources & Updates
Your app can become the central place where clients access blogs, videos, guides, and updates from your firm. Instead of relying on email newsletters or scattered communications, all your content is available in one easy-to-use hub that clients can revisit whenever they like.
Why it helps: Sharing knowledge and updates through your app reduces the need to send out repeat emails or answer the same questions multiple times, saving you time while ensuring your clients always feel supported and informed.
Whatever custom functionality your app requires, we can develop it for you.
What used to take six months to develop and build now takes a week. What once cost £10,000 now costs a fraction of that.
In 2026, think 10X
Automate Your Admin
Think about all those hours spent on admin and routine processes. Now multiply, or reduce, them by ten.
Stronger Security for Client Data
Cybercrime is on the rise, and traditional channels like email and websites leave data exposed. Apps benefit from encryption and the built-in security of mobile devices.
Winning New Business
Clients are beginning to expect an app as part of a professional service.
We have the unique combination of being specialists in the Financial Services Sector and having the know-how and tools to build apps.
With over a decade of working alongside advisers and planners we can help you get your app developed, built and transforming your business proposition, and this applies as much to sole traders as it does to multi-office firms. Within a few years apps will be a standard offered by every adviser. The benefits to you are significant – let’s get yours built, starting today.
Get your custom-branded demo now. Simply complete the form below to find out more:
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