AdviceObjects is made and published by WealthObjects. AppBrain is an independent app data site and isn't affiliated with WealthObjects. The app name, icon, screenshots and description belong to WealthObjects and are shown as published on the App Store.
AppBrain's verdict
- Last updated
- December 20, 2023
Competitors
Similar apps and more from WealthObjectsMore from WealthObjects
Releases
Updates seen on the App Store- Version
- 1.5.1
- Launched
- December 2023
No changelog data
User feedback
Ratings and reviews on the App StoreComments on AdviceObjects for iOS
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Technology
Found in the app by AppBrain- Price
- Free
- App size
- 25.5 MB
- Content rating
- Everyone
Technologies used by AdviceObjects
About the app and developer
About AdviceObjects
AdviceObjects was a finance app developed by WealthObjects. It was removed from the App Store Jun 10, 2025.
User Ratings
The app had no ratings.
App Information
AdviceObjects was free. The app size was 25.53 MB. The last available version was 1.5.1. The last update was on December 20, 2023.
Technical Requirements
The app had a content rating of Everyone. The app had been available on the App Store since December 2023.
Developer information for WealthObjects
Address:
Frequently asked questions about AdviceObjects
Is AdviceObjects free?
Yes. AdviceObjects was free on the App Store.
Is AdviceObjects still available?
No. AdviceObjects was removed from the App Store. We last saw it there Jun 10, 2025.
How large is AdviceObjects?
AdviceObjects is 25.53 MB.
Is AdviceObjects suitable for children?
App Store rates the content of AdviceObjects as suitable for everyone.
Who made AdviceObjects?
AdviceObjects was developed by WealthObjects. It was listed in the finance category on the App Store.
Store listing
By WealthObjects, from the App StoreDescription by WealthObjects Written by the developer, not by AppBrain. Click to read.
The platform includes a centralised client database for holistic view of clients, financial planning modules for suitability analysis and reporting, portfolio reporting tools integrating with custodians, alerts and reminders to stay organised, compliance case management, custom workflow checklists, secure client messaging, shared calendar, robust reporting, and more. These capabilities aim to help advisers manage their entire client engagement lifecycle through seamless workflows, deeper client insights, paperless processes, and automated task tracking.
The modular CRM platform consolidates data, workflows, communications, and analytics in one place to maximise adviser productivity while providing an exceptional client experience. Built-in compliance controls further ensure adherence to regulations. AdviceObjects equips advisers with the key features required for efficient, compliant and scalable client management.