RightCapital vs Altruist Client Utilisation & Stats
RightCapital provides a clear, complete, and simple way for you to view and track your financial life and connect with your financial advisor. The RightCapital app allows your financial advisor to give you the ability to see all of your financial accounts and investments in one place at any time, link accounts, track expenses in the budget module, share documents in the secure vault, and receive notifications on upcoming tasks. It can substantially improve communication between you and your financial advisor.
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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.
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- Finance
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RightCapital VS. 
Altruist Client15écembre d, 2024