Financial advisor apps serve two audiences: advisors who manage client portfolios, and clients who view their investments, receive advice, and communicate with their advisor. Deep links connect both sides. An advisor can send a client a link to a portfolio review. A client can tap a market alert and land on their affected holdings. A meeting reminder opens the video call screen.
This guide covers deep linking patterns for financial advisory and wealth management apps. For investment app deep links, see deep links for investment and trading apps. For cross-selling financial products, see cross-selling financial products with deep links.
Route Patterns
Client-Facing Routes
/portfolio → Portfolio overview
/portfolio/{account-id} → Specific account detail
/portfolio/{account-id}/performance → Performance chart
/portfolio/review/{review-id} → Advisor's portfolio review
/advisor → Advisor profile and contact
/advisor/schedule → Schedule a meeting
/advisor/messages → Message thread with advisor
/advisor/messages/{message-id} → Specific message
/documents/{doc-id} → View a shared document
/goals → Financial goals overview
/goals/{goal-id} → Specific goal progress
Advisor-Facing Routes
/clients → Client list
/clients/{client-id} → Client detail
/clients/{client-id}/portfolio → Client's portfolio
/clients/{client-id}/notes → Advisor notes for client
/clients/{client-id}/plan → Financial plan
/meetings → Upcoming meetings
/meetings/{meeting-id} → Meeting detail
/alerts → Compliance/rebalancing alerts
Advisor-to-Client Deep Links
Portfolio Review
After an advisor completes a quarterly review, they send the client a deep link:
{
"title": "Quarterly portfolio review ready",
"body": "Your Q2 2026 portfolio review is available. Tap to see your performance summary.",
"deep_link": "https://links.advisorapp.com/portfolio/review/REV-Q2-2026",
"category": "portfolio_review"
}
The deep link opens a screen showing the advisor's commentary, performance data, and any recommended changes.
Meeting Invitation
{
"title": "Meeting scheduled",
"body": "Annual financial review with Sarah Chen on July 15 at 2:00 PM",
"deep_link": "https://links.advisorapp.com/meetings/MTG-789",
"category": "meeting"
}
Document Sharing
When an advisor shares a financial plan, tax strategy document, or compliance form:
<p>Your updated financial plan is ready for review.</p>
<a href="https://links.advisorapp.com/documents/DOC-456">
View Financial Plan
</a>
<p>Please review before our meeting on July 15.</p>
Rebalancing Notification
When an advisor rebalances a client's portfolio:
{
"title": "Portfolio rebalanced",
"body": "Your portfolio has been rebalanced to match your target allocation",
"deep_link": "https://links.advisorapp.com/portfolio/ACC-123",
"category": "rebalance"
}
Client-Initiated Deep Links
Market Alert to Holdings
When a market event affects a client's holdings:
{
"title": "Market update",
"body": "Tech sector down 3.2% today. See how it affects your portfolio.",
"deep_link": "https://links.advisorapp.com/portfolio/ACC-123/performance",
"category": "market_alert"
}
Goal Milestone
{
"title": "Retirement goal: 60% funded",
"body": "You've reached 60% of your retirement savings goal",
"deep_link": "https://links.advisorapp.com/goals/GOAL-RETIRE",
"category": "goal_milestone"
}
Quick Contact
A "Message Your Advisor" deep link from any communication:
<p>Have questions about your portfolio? Your advisor is available.</p>
<a href="https://links.advisorapp.com/advisor/messages">
Message Your Advisor
</a>
Implementation
Handling Client Deep Links
func handleAdvisorAppDeepLink(_ url: URL) {
guard authManager.isAuthenticated else {
pendingDeepLink = url
showBiometricLogin()
return
}
let segments = url.pathComponents
let userRole = authManager.currentUser.role
switch segments[safe: 1] {
case "portfolio":
if segments.contains("review"), let reviewId = segments.last {
showPortfolioReview(reviewId)
} else if let accountId = segments[safe: 2] {
if segments.contains("performance") {
showPerformanceChart(accountId: accountId)
} else {
showAccountDetail(accountId: accountId)
}
} else {
showPortfolioOverview()
}
case "advisor":
if segments.contains("schedule") {
showScheduleMeeting()
} else if segments.contains("messages") {
let messageId = segments[safe: 3]
showMessages(specificMessage: messageId)
} else {
showAdvisorProfile()
}
case "meetings":
if let meetingId = segments[safe: 2] {
showMeetingDetail(meetingId)
} else {
showUpcomingMeetings()
}
case "documents":
if let docId = segments[safe: 2] {
showDocument(docId)
}
case "goals":
if let goalId = segments[safe: 2] {
showGoalDetail(goalId)
} else {
showGoalsOverview()
}
case "clients" where userRole == .advisor:
handleAdvisorDeepLink(segments)
default:
showHome()
}
}
Role-Based Access
Financial advisor apps must enforce role-based access on deep links:
func handleAdvisorDeepLink(_ segments: [String]) {
guard authManager.currentUser.role == .advisor else {
showError("This link is for advisors only.")
return
}
if let clientId = segments[safe: 2] {
guard advisorManager.isClientOf(clientId, advisor: authManager.currentUser.id) else {
showError("You do not have access to this client.")
return
}
if segments.contains("portfolio") {
showClientPortfolio(clientId)
} else if segments.contains("notes") {
showClientNotes(clientId)
} else if segments.contains("plan") {
showFinancialPlan(clientId)
} else {
showClientDetail(clientId)
}
} else {
showClientList()
}
}
Compliance and Regulatory
Archiving Communications
Financial advisory communications are subject to SEC and FINRA recordkeeping requirements. Deep links to messages and documents should be logged:
func logDeepLinkAccess(url: URL, userId: String) {
let event = ComplianceEvent(
type: .deepLinkAccess,
url: url.absoluteString,
userId: userId,
timestamp: Date(),
ipAddress: networkManager.currentIP
)
complianceLogger.log(event)
}
Suitability
Deep links to product recommendations must comply with suitability requirements. An advisor cannot send a deep link to a high-risk product to a client with a conservative risk profile. The app should validate suitability before displaying the recommendation.
Meeting Deep Links
Video Call Integration
When a meeting is starting, the deep link can open the video call directly:
{
"title": "Meeting starting now",
"body": "Your meeting with Sarah Chen is starting",
"deep_link": "https://links.advisorapp.com/meetings/MTG-789",
"category": "meeting_start",
"priority": "high"
}
The meeting detail screen should include a prominent "Join Call" button that opens the video call (in-app or via a third-party service).
Pre-Meeting Preparation
Send the client a deep link to review materials before the meeting:
<p>Your annual review meeting is tomorrow at 2:00 PM.</p>
<p>Review your portfolio performance and prepare any questions.</p>
<a href="https://links.advisorapp.com/portfolio/ACC-123/performance">
Review Portfolio
</a>
Tolinku for Advisor Apps
Tolinku supports the route patterns financial advisor apps need. Define routes for portfolios, meetings, documents, and client management in the Tolinku dashboard. Deferred deep linking ensures new clients who install the app from an advisor's invitation land on the correct onboarding flow.
For investment apps, see deep links for investment and trading apps. For fintech deep linking broadly, see deep linking for fintech and banking apps.
Get deep linking tips in your inbox
One email per week. No spam.
