AllocateLite Client

Your portfolio, net worth, and finances — together in one app.

AllocateLite Client puts your full financial picture in your pocket. The mobile companion to your AllocateLite Client account, it connects your investments, your everyday money, and your plan — so you always know where you stand and what comes next, wherever you are.

TRACK YOUR PORTFOLIO
• See your holdings, asset allocation, and net worth at a glance
• Compare your portfolio against the benchmarks you care about
• Review your risk profile and future projections

UNDERSTAND YOUR MONEY
• Securely link your bank, credit, and investment accounts
• Follow your cash flow, spending, and subscriptions in one place
• Keep track of your assets, liabilities, and progress toward your goals

PROPOSALS & DOCUMENTS
• Review and sign proposals right from your phone — no printing, no paperwork
• Find and store your important documents in one secure place

INVEST THE WAY YOU WANT
• Set your risk tolerance and preferences through a simple guided setup
• Add values-based restrictions and priorities so your portfolio reflects what matters to you

Use it alongside AllocateLite Client on the web — everything stays in sync, so you can pick up right where you left off on any device.

AllocateLite Client is for existing AllocateLite clients. Just sign in with the credentials from your advisory team to get started.