TWP Mobile vs Alta

View only account access for clients of Total Wealth Planning, LLC, a registered investment advisor based in Ohio. The client access for iPhone/iPad app lets you access your accounts and investments where and when it’s most convenient. View balances, holdings, historical transactions, and performance. Sort and filter by account, asset class, and time period. This app does not permit money transfers or trading. Store and access secure documents and many other features.

Welcome to Alta - Southeast Asia’s Largest Digital Securities Exchange for Alternative Investments. Introducing Alta - Alternative Investments trading app, your complete solution for investing and trading in alternative assets at your fingertips. Unlock the potential from investments outside of the traditional public markets. Tap on a new revolution in smart investing, and take advantage of non-traditional investment opportunities. Get more control and diversification of your portfolio than ever before. A COMPLETE END-TO-END ALTERNATIVE INVESTMENT MARKETPLACE Alta brings the trading and distribution of securities, fund management, custody and tokenization solutions under one roof, powered by a blockchain-powered exchange. Discover what this means for you as an investor, or as an asset owner. STEP 1: CREATE A FREE ACCOUNT Create your account on our mobile app in minutes. STEP 2: DISCOVER A WIDE SELECTION OF ALTS From private equity, secondaries, private credit, luxury assets, and more, find the alternative asset that fits your investment strategy. STEP 3: INVEST WITH EASE Trade live opportunities instantly or indicate your interest in upcoming deals. Complete transactions on your desktop or on the go on your preferred mobile device. WHAT TO EXPECT TRADING ON ALTA - ALTERNATIVE INVESTMENTS End-to-end flow to match supply with demand. Our web and mobile app provides access to exclusive investment opportunities, ranging from equity to real estate and even whiskey. You can access real-time industry data anytime and anywhere, making it easier to invest. Seamless transaction settlement Alternative asset transactions can now be as efficient as those in public markets. This results in significant cost savings and a better investor experience. With options ranging from online payments to immediate blockchain settlement, these transactions are easier and more accessible than ever before. Real-time investor and issuer visibility into digitized assets Smart contracts can help issuers distribute tokenized assets more efficiently, giving investors greater transparency and control over their investments. As a result, investors can make better-informed investment decisions. Alternative investing with Alta is currently available for accredited investors only. Visit our website to find out more about the investor onboarding process.