Lacking for end users
I’ve been using the app for 9 months. It’s very obvious they are built for RIAs and that’s where their focus is. If Altruist doesn’t start really thinking about the end user experience on their app/desktop site (or lack thereof) they will hit a wall at some point. The platform lacks most features found on Schwab, etc. Even the weak JPM Chase self directed app blows this away. I regret moving to Altruist and will likely have my advisor move everything back soon. Something as simple as getting estimated annual divs/int can’t be found…it’s really a low info app. Really wish Altruist would focus on an advanced user level or something. Instead, they keep announcing the newest RIA tools for onboarding. Who cares if you’re a client trying to use the app for info. I suspect they’re intentionally hiding information to discourage analysis of the RIA’s performance.
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Okay App with Bugs
This app works pretty good but has some very elementary engineering problems with the app.
There are some very basic things such as it will not allow more than 3 bank accounts for a household. My wife has our account linked and it only works on her account. If I try to transfer money, the system blocks me and it says “bank already listed” if I try to add my own.
The plaid connector isn’t great for linking. The unrealized / realized gains is pretty misleading for end users. You have to go into a specific account to get details but it mixes type of account.
From a platform fee and minimum ux, the site works well. There are very low level fixes that haven’t been prioritized and can rapidly enhance the user experience.
There are some very basic things such as it will not allow more than 3 bank accounts for a household. My wife has our account linked and it only works on her account. If I try to transfer money, the system blocks me and it says “bank already listed” if I try to add my own.
The plaid connector isn’t great for linking. The unrealized / realized gains is pretty misleading for end users. You have to go into a specific account to get details but it mixes type of account.
From a platform fee and minimum ux, the site works well. There are very low level fixes that haven’t been prioritized and can rapidly enhance the user experience.
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Pathetic
These clowns don’t even have a functioning website for mobile devices. Now I see their REQUIRED app (unless you want to dig out your PC) is only for iPhone iOS (no iPad, hahaha). Tells me so much about the operation.
Also, I downloaded the app on a burner phone (just for fun) and my active 2-factor authentication from the website doesn’t work (asked to setup as new). The app then verified my identity with a non registered number of my choosing. Real safe
Grow up children!
Also, I downloaded the app on a burner phone (just for fun) and my active 2-factor authentication from the website doesn’t work (asked to setup as new). The app then verified my identity with a non registered number of my choosing. Real safe
Grow up children!
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Happy customer
I love how my account is being handled. Feels like my personal account managers are working hard for me .
Amateur
Being forced to use the iPhone app on my iPad is annoying!
Essentially, I’m forced to use a browser on my Windows PC.
Essentially, I’m forced to use a browser on my Windows PC.
