Best Altruist Client alternatives: apps like Altruist Client

3.9(46 ratings)

Free

Consolidate all your financial accounts and investments in one secure platform. Track expenses, share documents, and enhance communication with your financial advisor for a clearer financial picture.

Range Finance, Inc. by Range Finance, Inc.

Strong Contender

4.3(49 ratings)

FreeIn-App Purchases

Consolidate your financial life into a single platform. This app uses AI to analyze your investments, budget, and goals, providing personalized strategies for wealth optimization and tax efficiency.

myAdvisorLink by yHLsoft

by Advyzon

Worth Considering

3.4(11 ratings)

Free

Access your investment information conveniently from your mobile device. Connect with your financial advisor to get started.

More apps like Altruist Client

eMoney Client Portal

All-in-one account aggregationSpending and investment trackingPersonalized goal setting

Access a consolidated view of your entire financial life, track spending and investments, and set personalized goals. Securely store important documents and communicate with your advisor all in one place.

(30)

NetXInvestor™ Mobile

by Pershing, LLC

Account balances and holdingsTransaction historyOrder status

Manage your investment portfolio on the go with this app. Access account balances, holdings, transaction history, and place trades for equities and mutual funds. Features include mobile check deposit, biometric login, and push notifications.

(367)

The app for advisors & clients

Elements App

Financial goal communicationProgress trackingElements Scorecard

This app facilitates communication between financial advisors and their clients regarding financial goals and progress. It introduces the Elements Scorecard for a quick assessment of financial health.

(53)

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Secure client interactions

Canopy Client Portal

Secure file sharingTask managementDirect messaging with accountant

Securely share files and exchange information with your accountant. Manage your to-do list, upload necessary documents, and ask questions directly to your tax professional through an intuitive mobile interface.

(24K)

Jump AI

AI for wealth managers

AI-powered meeting captureAutomated note-taking in your voiceTask generation from conversations

This AI assistant helps financial advisors reduce administrative tasks by capturing meetings, generating accurate notes in their voice, and converting conversations into actionable items like tasks and email drafts. It integrates with CRMs and supports both in-person and phone call capture.

(2.1K)

freemium

Schwab Advisor Center® Mobile

by The Charles Schwab Corporation

Remote client account managementView account balances and positionsTrack submitted request statuses

This app allows independent registered investment advisors to remotely monitor and manage client accounts. It offers secure access to account balances, positions, and request statuses, with features like mobile check deposit and direct support contact.

(42)