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.
The developer, alooola, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .
Data Linked to You
The following data may be collected and linked to your identity:
Financial Info
Location
Contact Info
User Content
Identifiers
Usage Data
Other Data
Data Not Linked to You
The following data may be collected but it is not linked to your identity:
Contact Info
Identifiers
Diagnostics
Privacy practices may vary, for example, based on the features you use or your age. Learn More
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
Seller
Glen Eagle Advisors, LLC
Size
63 MB
Category
Finance
Compatibility
Requires iOS 16.4 or later.
iPhone Requires iOS 16.4 or later.
Languages
English
Age Rating
4+
4+
This app is rated 4+ with content restrictions.
Some content may be rated higher, and may therefore be restricted and managed by the developer through in-app controls.