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.
This app is so easy to use and understand. I am so glad my advisor switched over to the Altruist platform. I’ve been very happy with all aspects of this company.
Exciting stuff from Altruist. The user experience is exceptional, and it’s continuing to improve. I tell all my friends & family to use an advisor running the Altruist platform.
This app is lacking a lot of features and like other users of suggested all you're doing is updating this app every time you login so obviously the makers of this app realize that they have a serious problem... and I have to do a lot of updates even make the app function correctly very disappointed..
This recent update for the two-factor sign in thingy. Now it doesn’t allow you to sign in. Try to sign in online then it wants to direct you to the app, which doesn’t work. Thx! It’s so great when they “update” apps and they don’t work any longer! So much fun!
The mobile dashboard is not a flexible layout to adjust to phones, tablets and other devices. It’s showing the graph as if you were viewing the desktop version. Please fix.
Maybe I am missing something but I can’t even see my holdings - just a split between stocks and bonds. None of the detail below it. What’s up with that??? Terrible.
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.
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