AdviceTech
30 Sept 2026launched 2 days ago
0.00 ratings
n/aApple doesn’t publish installs
Soft launch · 1 countrySouth Africa
1.2latest version · 2 days ago
Screenshots
About
AdviceTech is the phone app for financial advisers and advice practices that run on AdviceTech. Connect to your practice's workspace and take your book with you. - Clients: profiles, relationships, documents and compliance status - Portfolios: every product with its latest valuation, and new items read from a statement - Planning and tax calculators seeded from the client's own portfolio - Needs analyses on the phone - Morning brief: compliance score, screening matches and the day's tasks - Book value and adviser dashboards - Scan an ID or a policy schedule and Atlas captures it - Atlas, the built-in assistant: ask about a client or your book - Face ID sign-in, protected by two-step verification - Dark mode throughout An account provided by your practice is required.Read more
AdviceTech is the phone app for financial advisers and advice practices that run on AdviceTech. Connect to your practice's workspace and take your book with you.
- Clients: profiles, relationships, documents and compliance status
- Portfolios: every product with its latest valuation, and new items read from a statement
- Planning and tax calculators seeded from the client's own portfolio
- Needs analyses on the phone
- Morning brief: compliance score, screening matches and the day's tasks
- Book value and adviser dashboards
- Scan an ID or a policy schedule and Atlas captures it
- Atlas, the built-in assistant: ask about a client or your book
- Face ID sign-in, protected by two-step verification
- Dark mode throughout
An account provided by your practice is required.
Versions
- Version 1.2First seen · 30 Sept 2026
Countries
Soft launch · 1 country Soft launch
Apple lists this app in a small set of storefronts, a typical sign of a test or regional launch.
South Africa
Chart positions
Not seen in the charts we track yet.
