Altruist Client 4+
The way money should feel.
Altruist
Designed for iPhone
-
- Free
iPhone Screenshots
Description
Altruist helps you stay connected with your investments and your financial advisor. Download the app to view and track the progress of your financial life so you can feel good about your money.
• View performance with key metrics like account balances, time-weighted returns, and earnings
• Stay on top of transfers, deposits, withdrawals, and other important transactions
• Gain insight into your investment allocations, including a detailed breakdown of exactly what you own
Altruist is only available by invite from your financial advisor. If you’ve already created your account, download the app and log in to get started today.
What’s New
Version 3.1.3
This version includes minor updates and performance improvements.
Ratings and Reviews
Seamless and satisfying
A quality app for both the end client and the clients advisor. It’s easy to navigate and it doesn’t lack any necessary features. It also doesn’t have unnecessary features. I love the UX design, too.
Feature Request
I like this app. It works very well and is very fast. However, it is missing one feature that I’d really like to see: today’s change in value of the portfolio. Currently, the five day chart is the smallest one. I’d like to easily be able to see how I did just today. Did my portfolio go up or down, and by what percentage and dollar amount. Otherwise, it’s a wonderful app.
Very Poor
App is very poor. Lacks detail. Does not show price changes during the day. Looks like it was designed by people who are good at technology, but have very little Financial experience. It gives very little information, and is not very useful. The website is slightly better, but you cannot access the website from the mobile app. Suggest they look at the apps at Charles Schwab or Wells Fargo to see what a financial app should look like. Very disappointed.
App Privacy
The developer, Altruist, 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:
- Usage Data
- Diagnostics
Privacy practices may vary, for example, based on the features you use or your age. Learn More
Information
- Seller
- Altruist Corp
- Size
- 54.3 MB
- Category
- Finance
- Compatibility
-
- iPhone
- Requires iOS 12.0 or later.
- iPod touch
- Requires iOS 12.0 or later.
- Mac
- Requires macOS 11.0 or later and a Mac with Apple M1 chip or later.
- Apple Vision
- Requires visionOS 1.0 or later.
- Languages
-
English
- Age Rating
- 4+
- Copyright
- © Altruist Corp
- Price
- Free