The alooola app
Your financial life, within reach.
Your accounts, your investments and your spending, together in one place.
Available for iPhone and Android
See the whole picture.
What you own, what you’re adding and where your money goes, in one place.
Your portfolio, in detail.
Balances, allocation and every holding, account by account.
Invest on a schedule.
Set up recurring deposits and see a hypothetical view of how they could add up.
Spending, sorted.
Income, spending and net savings by month, organized by category.
Part of a bigger plan.
The app keeps your accounts close at hand. The decisions behind them, from a new role to a practice buy-in, belong in a conversation with your advisory team.
Take alooola with you.
App screens show a demonstration account with illustrative values, not client results. Projections are hypothetical, assume a 7% average annual return and do not guarantee future results. Investing involves risk, including possible loss of principal.