Altruist Client
Track investments and view performance metrics
Altruist Corp
iPhone Screenshots
Description
View investment performance with account balances, time-weighted returns, and earnings. Track transfers, deposits, withdrawals, and other transactions. See detailed breakdowns of investment allocations and holdings.
Altruist gives you full access to your investments and your Altruist financial advisor. Download the Altruist Client app to view and track the progress of your investments 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 Altruist Client app and log in to get started today.