Altruist Client 2.9.8

Altruist offers a convenient platform for you to easily manage and monitor your investments and maintain a strong connection with your financial advisor. By downloading the app, you will have the ability to effortlessly view and track the progress of your financial life, empowering you to have complete confidence in your financial decisions.

• Effortlessly assess performance with key metrics such as account balances, time-weighted returns, and earnings
• Remain up to date on transfers, deposits, withdrawals, and other significant transactions
• Gain valuable insights into your investment allocations, providing you with a detailed breakdown of the exact assets you own

Please note that access to Altruist is restricted to individuals who have received an invitation from their personal financial advisor. If you have already established your account, simply download the app and log in to begin taking advantage of these invaluable features today.