Valian
AssetBook Finance iPhoneiPadiPod touch
Valian is a free Finance app for iPhone and iPad by AssetBook. Requires iOS 15.1. Updated July 17, 2025.
- Price
- Free
- on the App Store
- Size
- 42 MB
- Age 4+
- Updated
- Jul 17
- 2025 · v2.7.3
Screenshots
About Valian
AssetBook built the financial industry’s most robust portfolio monitoring and reporting system, Pulse. And now, AssetBook presents Valian, the next generation of client engagement apps tailor made for financial advisors that care about building and maintaining trust with their clients. Valian provides features that will keep clients engaged, simplify communication and enhance collaboration.
What’s new
Version 2.7.3 · Updated July 17, 2025
Fixes: - Many improvements and bug fixes
App privacy
The developer, AssetBook, reported these privacy practices to Apple.
Data Linked to You
The following data, which may be collected and linked to your identity, may be used for the following purposes:
- Contact Info: Email Address, Name, Phone Number
- User Content: Customer Support, Other User Content
- Identifiers: User ID
- Usage Data: Product Interaction, Other Usage Data
- Diagnostics: Crash Data, Performance Data, Other Diagnostic Data
Used for: Analytics, Product Personalization, App Functionality
Alternatives to Valian
Looking for apps like Valian? Here are 6 similar apps on the App Store. The highest rated is Financial Insights (5.0/5), and all 6 are free to download.
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Financial Insights
5.0
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Payday Budget Planner
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ZagTrader
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State Street Springboard℠
2.5
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vested - savings goals
3.7
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CARL app
4.2
| App | Rating | Price | Last updated | Compare |
|---|---|---|---|---|
| Valian | – | Free | July 17, 2025 | |
| Financial Insights | 5.0 / 5 (1) | Free | May 23, 2026 | Compare |
| Payday Budget Planner | – | Free | Nov 3, 2026 | Compare |
| ZagTrader | – | Free | Sep 7, 2026 | Compare |
| State Street Springboard℠ | 2.5 / 5 (2) | Free | Jan 17, 2026 | Compare |
| vested - savings goals | 3.7 / 5 (6) | Free | Dec 24, 2024 | Compare |
| CARL app | 4.2 / 5 (15) | Free | Jul 31, 2025 | Compare |
Compare Valian with the top alternatives: ratings, updates, ASO score and keyword gaps →