Best Altruist Client alternatives: apps like Altruist Client

10+ similar apps compared and reviewed

3.7 avg rating
10 free apps
Updated October 2026

Looking for something like Altruist Client? We've analyzed 10+ similar apps to help you find the best alternative. Each app is compared by ratings, features, and real user reviews, so you can make the right choice.

Top Alternatives to Altruist Client

RightCapital#1

RightCapital by RightCapital Inc.

Financial planning software
Editor's Choice
💰 Finance
3.9(46 ratings)
Free
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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.

4.3(49 ratings)
FreeIn-App Purchases
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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.

eMoney Client Portal#3

eMoney Client Portal by eMoney Advisor

eMoney Client Portal
Worth Considering
💰 Finance
3.5(30 ratings)
Free
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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.

More apps like Altruist Client

4
myAdvisorLink
myAdvisorLink
myAdvisorLink
by Advyzon
Free

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

View investment informationOn-the-go accessConnect with financial advisor
💰 Finance
(11)
free
5
NetXInvestor™ Mobile
NetXInvestor™ Mobile
NetXInvestor™ Mobile
by Pershing, LLC
Free

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.

Account balances and holdingsTransaction historyOrder status
💰 Finance
(367)
free
6
Elements App
Elements App
Elements App
The app for advisors & clients
Free

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.

Financial goal communicationProgress trackingElements Scorecard
💰 Finance
(53)
ad-supported
7
Canopy Client Portal
Canopy Client Portal
Canopy Client Portal
Secure client interactions
Free

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.

Secure file sharingTask managementDirect messaging with accountant
💰 Finance
(24K)
free
8
Schwab Advisor Center® Mobile
Schwab Advisor Center® Mobile
Schwab Advisor Center® Mobile
by The Charles Schwab Corporation
Free

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.

Remote client account managementView account balances and positionsTrack submitted request statuses
💰 Finance
(42)
free
9
Jump AI
Jump AI
Jump AI
AI for wealth managers
Free

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.

AI-powered meeting captureAutomated note-taking in your voiceTask generation from conversations
💰 Finance
(2.1K)
freemium
10
Advyzon
Advyzon
Advyzon
By Advyzon
Free

Manage client information, notes, tasks, and documents on the go. This app provides advisors with essential tools for client management in a mobile-friendly format.

Client managementContact managementNote taking
💰 Finance
(7)
free