AllocateLite Client
Finance
Only for iPhone
Free · Designed for iPhone. Not verified for macOS.
iPhone
Your portfolio, net worth, and finances — together in one app. Review proposals and invest the way that matters to you.
AllocateLite Client puts your full financial picture in your pocket. The mobile companion to your AllocateLite Client account, it connects your investments, your everyday money, and your plan — so you always know where you stand and what comes next, wherever you are.
TRACK YOUR PORTFOLIO
• See your holdings, asset allocation, and net worth at a glance
• Compare your portfolio against the benchmarks you care about
• Review your risk profile and future projections
UNDERSTAND YOUR MONEY
• Securely link your bank, credit, and investment accounts
• Follow your cash flow, spending, and subscriptions in one place
• Keep track of your assets, liabilities, and progress toward your goals
PROPOSALS & DOCUMENTS
• Review and sign proposals right from your phone — no printing, no paperwork
• Find and store your important documents in one secure place
INVEST THE WAY YOU WANT
• Set your risk tolerance and preferences through a simple guided setup
• Add values-based restrictions and priorities so your portfolio reflects what matters to you
Use it alongside AllocateLite Client on the web — everything stays in sync, so you can pick up right where you left off on any device.
AllocateLite Client is a free companion app designed exclusively for existing clients for AllocateLite. To get started, simply sign in using the credentials provided by your advisory team.
Note: Account access must be provisioned by your professional advisor.
Ratings & Reviews
- This app hasn’t received enough ratings or reviews to display an overview.
- UI improvements and bug fixes
The developer, AllocateRite, 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 Not Collected
The developer does not collect any data from this app.
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Seller
- AllocateRite Digital, LLC
- Size
- 68.7 MB
- Category
- Finance
- Compatibility
Requires iOS 16.0 or later.
- iPhone
Requires iOS 16.0 or later. - Mac
Requires macOS 13.0 or later and a Mac with Apple M1 chip or later. - Apple Vision
Requires visionOS 1.0 or later.
- iPhone
- Languages
- English
- Age Rating
4+
- 4+
- Contains
Messaging and Chat
- Copyright
- © AllocateRite Digital LLC