alooola vs Caveat

alooola is wealth management, made simple. See every account in one place, invest with a portfolio built around your goals, and plan ahead for retirement. Built for medical professionals from residency on, and for anyone investing for the long run. YOUR MONEY IN ONE VIEW • Track your net worth and every alooola account from one home screen • Link your bank accounts to see spending by category, cash flow and recurring charges • Find statements, tax documents, trade confirmations and transaction history in the app INVEST YOUR WAY • Open individual, joint, Roth IRA and traditional IRA accounts • Choose a professionally managed portfolio, or pick your own funds • Set up recurring deposits and see what they could grow to over 20 years • Follow step-by-step guidance for a backdoor Roth IRA • Transfer investment accounts you hold elsewhere • Link your 401(k) if your employer offers it through alooola, and see how your employer match works PLAN AROUND YOUR CAREER • Build a retirement plan around the age you want to stop working • For medical professionals: see how your finances compare with physicians like you, adjusted for where you live IMPORTANT INFORMATION Advisory services are provided by alooola, LLC, an SEC-registered investment adviser. Brokerage and custody are provided by Apex Clearing Corporation, member FINRA/SIPC. Investing involves risk, including possible loss of principal. Projections are hypothetical and do not guarantee future results. Review our Form CRS and disclosures before investing: alooola.com/form-crs and alooola.com/disclosures.

Caveat: to be on guard. Take charge of your financial future with Caveat, the ultimate app designed to help you understand and manage your finances like a pro. Whether for your personal finances or your business, Caveat offers tools and insights to elevate your financial literacy and decision-making. Key Features: Intuitive Financial Statements: Easily interpret your financial statements and gain clarity on your financial health. AI-Powered Features: Benefit from advanced AI analysis to gain deeper insights and smarter financial management. Personalized Insights: Receive tailored information and insights to help you make informed financial decisions. Goal Setting: Set and track your financial goals to stay motivated on your journey to financial freedom. Expense Management: Keep track of your spending and identify areas for improvement. Secure and Private: Your data security is our top priority. Rest assured, your financial information is safe with us. Why Caveat? Caveat is developed by financial experts with a mission to make financial literacy accessible to everyone. Our user-friendly interface and expert-designed tools, combined with AI-driven analysis, ensure that you have all the resources you need to take control of your personal and business finances and achieve your financial goals. Download Caveat today and start your journey towards financial freedom!