Best Altruist Client Apps

4.8😐(1.6K ratings)

Free

Manage your investments and track financial advisor progress. View account balances, returns, and transactions. Gain insights into your investment allocations and see exactly what you own.

What We Love

👍 Easy and intuitive to use
🚀 Stable and fast performance
💻 Clean and modern UI
🤝 Excellent personal care and management
💰 Great investment returns

Room to Improve

🐛 Crashes and freezes
📱 Compatibility issues with newer OS versions
🔍 Limited functionality and data
🔑 Frequent login/authentication issues
🧭 Lack of account nicknames and search

Spinnaker Client by Spinnaker Investment Group

Strong Contender

0.0(0 ratings)

Free

MPW Client Portal by McLaughlin Private Wealth, LLC

Worth Considering

by Allen, Mooney & Barnes Brokerage Services, LLC

0.0(0 ratings)

Free

More Altruist Client apps to explore

ambwealth Client App

Spinnaker Client (Legacy)

Forvis Mazars Private Client

by Forvis Mazars Wealth Advisors LLC

Client Alley - Investor Desk

by RED VISION COMPUTER TECHNOLOGIES PRIVATE LIMITED

by Prospera Financial Services, Inc

Prospera Client Portal

Access portfolio dataSimple interfaceElegant design

Access your financial portfolio data through a streamlined interface. Requires authorization as a Prospera client to log in and view your investment information.

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.

All-in-one account aggregationSpending and investment trackingPersonalized goal setting

by Raymond James Financial

View account balances and investment valuesTransfer funds and deposit checksAccess market information

Manage your investment portfolio, transfer funds, and deposit checks securely on your mobile device. Access account balances, market information, and financial documents anytime. It offers a secure vault for storing important papers and provides tools for in-depth financial reviews.

SoFi: Bank, Invest & Crypto

(157)

free

Online Banking & Investing

Buy, sell, and hold cryptocurrencyFee-free checking accountHigh-yield savings account

Manage your banking, investments, and cryptocurrency all in one place. This app offers fee-free checking, high-yield savings, commission-free stock trading, and the ability to buy, sell, and hold over 25 cryptocurrencies. It also provides tools for loan pre-qualification and credit score monitoring.

(385K)

by Evertern Client Portal

Evertern Client Portal

Betterment Invest & Save Money

Investments & Cash Accounts

Automated investing and savingsExpert-built diversified portfoliosHigh-yield cash accounts

Automated investing and savings app to build long-term wealth and reach financial goals. Offers expert-built portfolios, high-yield cash accounts, and tools for self-directed investing. Start with as little as $10.

(66K)

by Diversify Advisor Network

Diversify Client Portal

Access valuation & documents

Secure document access and uploadSecure client-adviser messagingCloud storage for financial documents

Securely access and manage financial documents, personal records, and investment portfolio details on your mobile device. Communicate with advisors through a safer messaging system and store important files in the cloud.

AI financial advisor built in

(1)

free

M1: AI Wealth Management

High-Yield Cash AccountCustomizable Investment Portfolios (Pies)Automatic Rebalancing

This finance app simplifies wealth building by offering integrated earning, investing, and borrowing features. Manage cash with high yields, build custom investment portfolios with automated rebalancing, and access competitive margin rates, all within a secure platform.

(75K)

GoFundMe: Fundraise and Give

Fundraise. Give. Help.

Launch fundraisersManage fundraisers on the goDonor-advised funds (DAF)

Easily launch personal or nonprofit fundraisers, manage donations, and share your progress. Simplify your charitable giving with donor-advised funds and track your impact.

(49K)

Qapital: The Money Saving App

Save. Invest. Budget.

Automated savings goalsSmart budgeting rulesInvest in ETFs

Automate your savings, investments, and budgeting with intelligent rules based on your habits. Set unlimited goals, track progress, and spend smarter with a dedicated debit card. Team up with a partner on shared financial goals while maintaining individual account privacy.

by Rogan and Associates

Boston Standard Client Portal

by Boston Standard Wealth Management, LLC