AlphaGlider

AlphaGlider LLC

About this app

The new and improved mobile app for AlphaGlider clients. This free app allows AlphaGlider clients to view their current net worth and portfolio holdings, monitor portfolio performance, read quarterly statements, and exchange sensitive documents with AlphaGlider using a secure document vault. Data is up to date as of the end of the previous business day.
AlphaGlider is a modern, web-based investment adviser offering low cost, expertly and actively managed core and ESG investment strategies to retail investors in the United States. See alphaglider.com for more information about how AlphaGlider can help you achieve your investment goals. AlphaGlider is a registered investment adviser and a member of 1% for the Planet.

What’s new

- Managed account Performance Details
- Ability to add manual accounts to portal
- Clients may now toggle to Orion related households
- Orion Planning Retirement Details (Monte Carlo, Income & Assumptions)
- Improved navigation to managed personal finances data
- Adviser and firm custom disclosures available in footer
- Document Vault improvements
- Bug Fixes