ALFi – easy, safe & secure

The ALFi mobile app is a free-to-download app for Apple and Android devices. It helps clients track their assets and share data. with their partner(s), family & trusted advisors - including you!

It's the best "fact find" and onboarding experience available and it's really popular with with clients who can:

• record asset portfolio details, such as houses, investments, pensions etc 
  
• record account details such as bank account numbers, investments, insurance policies, securely within the app
• share information securely.  As their trusted advisor, you can even add to their data or update valuations for them.

Make the ALFi app your own by choosing our Branded subscription.