alooola: Wealth for Doctors

alooola

About this app

alooola is wealth management built around the financial decisions doctors face, from residency to retirement. See every account in one place, invest with a portfolio that fits your goals, and plan ahead with tools made for a medical career.

YOUR MONEY IN ONE VIEW
• Track your net worth and every alooola account from one home screen
• Link your bank accounts to see spending by category, cash flow and recurring charges
• Find statements, tax documents, trade confirmations and transaction history in the app

INVEST YOUR WAY
• Open individual, joint, Roth IRA and traditional IRA accounts
• Choose a professionally managed portfolio, or pick your own funds
• Set up recurring deposits and see what they could grow to over 20 years
• Follow step-by-step guidance for a backdoor Roth IRA
• Transfer investment accounts you hold elsewhere

PLAN AROUND YOUR CAREER
• Build a retirement plan around the age you want to stop working
• See how your finances compare with physicians like you, adjusted for where you live

IMPORTANT INFORMATION
Advisory services are provided by alooola, LLC, an SEC-registered investment adviser. Brokerage and custody are provided by Apex Clearing Corporation, member FINRA/SIPC. Investing involves risk, including possible loss of principal. Projections are hypothetical and do not guarantee future results. Review our Form CRS and disclosures before investing: alooola.com/form-crs and alooola.com/disclosures.