Altruist Client vs Secfi Wealth

Altruist gives you full access to your investments and your Altruist financial advisor. Download the Altruist Client app to view and track the progress of your investments so you can feel good about your money. • View performance with key metrics like account balances, time-weighted returns, and earnings • Stay on top of transfers, deposits, withdrawals, and other important transactions • Gain insight into your investment allocations, including a detailed breakdown of exactly what you own Altruist is only available by invite from your financial advisor. If you’ve already created your account, download the Altruist Client app and log in to get started today.

Secfi's Wealth Management app is designed to empower clients by providing a streamlined, comprehensive view of their financial picture anytime, anywhere. With this app, you can easily track your progress toward financial goals, monitor assets, and maintain a direct line of communication with your dedicated advisor. Our secure platform offers a dynamic dashboard that consolidates your financial information, making it easy to view key insights at a glance. Gain real-time access to your investment performance, account balances, cash flow, and progress against personalized financial milestones. Requirements: You need to be a Secfi Wealth Client with a Black Diamond user login create to use this app. If you haven’t received an email to set up your Black Diamond login contact your advisor directly.