Access & availability
Open the current web app, ask about the iOS beta, or request an advisor walkthrough. Your account and connection permissions determine which actions are available.
Open the current web app to see your available features, subscription options, and usage limits.
Start free with a supported brokerage or explore the demo portfolio. Recorded website examples are historical reviews.
Open the web appCompare subscriptionsExplore a working demonstration of household decisions, proposed trades, and draft client documents. Talk with us about the review workflow a pilot could support for your firm.
Pilot scope, integrations, and commercial terms are agreed with each firm.
Request a walkthroughClear expectations
| Experience | Availability | What to know |
|---|---|---|
| Web app | Current app available | Create an account, review your investment goals, and explore the demo or connect a supported brokerage. |
| Native iOS | TestFlight beta | Contact support about current beta access and supported devices. |
| Advisor workflow | Working synthetic demo | Contact Appius for a walkthrough and to discuss pilot scope. |
| Broker connections | Varies by provider | Check the connection’s read-only or trade-ready label in the product. |
Before you start
Connection requirements depend on the feature you want to use. Personalized holdings and account-based reviews need the appropriate account context. Review the connection’s permissions before linking a broker.
Your Appius account shows its enabled capabilities and usage limits. Confirm the features and terms shown in the product before taking any action that changes your account or billing.
A read-only connection can supply account and holdings context. It does not enable in-app trading through that connection. Follow the capability labels and available actions shown for your broker.
Email support@appiuslabs.com to ask about TestFlight access. Beta availability and testing groups can change.
