Altruistic 1.6.9.5

Overview

Altruist Client is an invite-only investment and portfolio management app from Altruist Corp designed to give clients direct access to their financial accounts and advisor relationships. With a focus on transparency and simple portfolio monitoring, the app displays balances, performance metrics, transaction history, and detailed allocation breakdowns in a mobile-friendly interface.

Key features

• Account performance — View balances, time-weighted returns, and earnings to monitor how investments are performing over time.
• Transaction tracking — Stay on top of transfers, deposits, withdrawals, and other account activity with an integrated activity feed.
• Allocation insight — See exactly what you own with a detailed breakdown of holdings and asset allocation.
• Advisor access — Built for clients who work with an Altruist financial advisor; the app connects you to your advisory relationship and portfolio guidance.
• Invite-only access — Accounts are available only by invitation from a financial advisor, which helps maintain a controlled client experience.
• Regular updates — The developer provides frequent updates and performance improvements to keep the app current.

Security and privacy

Altruist encrypts data in transit and follows standard practices for client data protection. The Play Store listing notes the app may collect and share types of data such as location and personal information with third parties; users can review the developer-provided privacy policy and request data deletion. For clients who prioritize data transparency, Altruist publishes contact details and a legal/privacy page on its website.

Who should use Altruist

• Clients of financial advisors who use the Altruist platform and have received an invite.
• Investors who want a straightforward mobile view of account balances, allocations, and performance metrics.
• Users who prefer advisor-backed account access rather than self-directed retail brokerage apps.

What we like

• Clear performance metrics and allocation details make portfolio review fast and informative.
• Tight integration with advisor services simplifies client-advisor communication and workflow.
• Simple, focused feature set reduces clutter for users who only need essential investment oversight.

What to consider

• Invite-only model means you must work with an Altruist advisor to gain access.
• The app may collect and share certain data types; review the privacy policy if data sharing is a concern.
• Not a full-service trading platform — it’s aimed at client reporting and advisory access rather than self-directed trading.

Getting started

1. Receive an invitation from your Altruist financial advisor and create your account.
2. Download the Altruist Client app and log in with your credentials to link your accounts.
3. Use the dashboard to review balances, performance metrics, recent transactions, and allocation details.