AllocatR vs SmartHeritance

AllocatR - Portfolio Rebalancing for Investors & Advisors AllocatR is the smart rebalancing tool for long-term investors and financial advisors who want to keep portfolios balanced and on-target. Whether you're managing your own investments or rebalancing client portfolios, AllocatR makes it simple. FOR INDIVIDUAL INVESTORS: Perfect for passive investors who want to dollar-cost average and maintain target allocations across Stocks, ETFs, Mutual Funds, and other assets. FOR FINANCIAL ADVISORS & RIAs: Manage multiple portfolio models for your clients. Switch between Conservative, Moderate, Aggressive, or custom allocation strategies on the fly. Quickly rebalance client accounts against their target model—no desktop required. KEY FEATURES: MULTIPLE PORTFOLIO MODELS (Advisor Tier) Save unlimited portfolio models with custom allocations. Perfect for advisors managing diverse client profiles—Conservative (30/70), Moderate (60/40), Aggressive (80/20), Income-focused, or any custom strategy. Switch between models instantly when rebalancing different clients. SMART REBALANCING CALCULATIONS Specify your assets and target percentages. Enter current holdings and total investment amount. AllocatR calculates exactly how much to BUY or SELL to reach your targets. COMPLETE PRIVACY & LOCAL STORAGE Your financial data stays on your device—never uploaded to servers. Perfect for advisors who need to maintain client confidentiality and data security. OFFLINE FUNCTIONALITY Rebalance portfolios anywhere, anytime—no internet connection required. Work with clients on-site or review portfolios during travel. ENHANCED SECURITY Protect sensitive portfolio data with PIN or biometric authentication (Face ID / Touch ID). WHY CHOOSE AllocatR? - Simplifies portfolio rebalancing for individuals and advisors - Manages multiple client models in one app - Ensures complete data privacy and security - Provides clear, actionable BUY/SELL recommendations - Works offline—accessible anywhere, anytime Start managing investments smarter with AllocatR—whether you're building wealth or serving clients. For subscription terms: https://www.apple.com/legal/internet-services/itunes/dev/stdeula/

SmartHeritance is a Personal Legacy Manager that helps individuals organize everything their families will need after their passing—financial info, digital accounts, safe deposit box, loans & mortgages, ongoing expenses, personal memories, and more—so their loved ones aren't left scrambling in a crisis, or after death. Most families face stress, confusion, even financial loss when a loved one passes — because critical information is scattered, outdated or inaccessible. This occurs because of human behaviors—people forget to update them or don’t communicate them clearly or timely. SmartHeritance solves those with smart technology and automation—automatic discovery, automatic updates and automatic release—to ensure your family receives the information when they need it. Peace of mind for you. Clarity for your family — when it matters most. Terms of Use: https://www.apple.com/legal/internet-services/itunes/dev/stdeula/ Privacy Policy: https://smartheritance.com/privacy