My Financial Advisor -Blueleaf vs Altruist Client使用状況と統計
Welcome to My Financial Advisor! We’ve created this app to answer the questions like - How much money do I have? Is it more or less than last time? Why did it change? These are the top questions people, like you, typically ask, and your advisor has made it easy to get answers anytime, anywhere. With My Financial Advisor, you can:
- Check the balances of individual accounts or your entire portfolio.
- Understand how market conditions have impacted your performance
- Review your current investment holdings.
- Get in touch with your advisor through multiple channels.
Because your advisor cares, they’ve made it easier and more convenient to see your complete financial picture straight from your pocket.
If you’re interested in the My Financial Advisor app, contact your advisor for an invitation. If you’ve been invited by your advisor, download the app and get started today.
Powered by Blueleaf
- Apple App ストア
- 無料
- ファイナンス
ストアランキング
- -
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.
- Apple App ストア
- 無料
- ファイナンス
ストアランキング
- -
My Financial Advisor -Blueleaf VS. 
Altruist Client12月 24, 2024