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iOS App Getting Started

Use the Bera Vision iOS app to complete values assessments, manage goals, and review vision statements. The app adapts to your role, so advisors and clients see different tabs and tools.

Sign In​

  1. Open the Bera Vision app on your iPhone or iPad.
  2. Sign in with your Bera Wealth credentials.
  3. If you do not have access, contact your organization administrator.

The bottom tab bar changes based on your role.

Clients

  • Home
  • Values
  • Goals
  • Vision
  • Settings

Advisors

  • Home
  • Clients
  • Values
  • Goals
  • Teams
  • Settings

Home Dashboard​

The Home tab summarizes your latest activity and provides quick actions.

  • Stats cards show values, goals, or client counts depending on role.
  • Quick actions take you directly to common tasks (for example, complete an assessment or review client assessments).
  • Pull down to refresh the dashboard.