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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

Our goal is to eliminate obstacles from the simple, routine aspects of daily life by leveraging cutting-edge technology. We began this journey by focusing on a fundamental yet often time-consuming activity — dining out. Allset serves as a platform that links local diners with restaurants, offering a range of online ordering and contactless dining options that allow eateries to operate without paying commissions. By utilizing Allset, customers can conveniently place orders in advance at nearby restaurants and coffee shops, making their dining experiences not only swift and hassle-free but also healthier. This innovative approach allows local patrons to support their favorite restaurants through commission-free orders for various dining options, including pickup, curbside service, and dine-in. Our commitment to enhancing everyday dining is at the heart of what we do.

Description

Enhance your financial advisory services with greater ease and efficiency. Run your business more intelligently, set up accounts swiftly, and ensure a delightful experience for your clients. You can initiate accounts online in just a matter of minutes. Effortlessly create tailored model portfolios and engage in commission-free trading of fractional shares. Automate your rebalancing tasks, allowing you to set it and forget it. Finally, enjoy integrated investing and reporting features at a budget-friendly price. The first 100 client accounts are complimentary, with a subsequent charge of only $1 per account each month. Altruist Corp (“Altruist”) offers a powerful software platform designed to help financial advisors achieve superior results. Investment management and advisory services are supplied by Altruist LLC, an SEC-registered investment advisor, while brokerage-related services are provided by Altruist Financial LLC, a member of FINRA/SIPC. Enjoy trading without commissions, meaning you can execute trades for free within brokerage accounts using either web or mobile platforms, although other fees may still apply. This innovative approach is designed to streamline your financial operations and elevate the performance of your advisory practice.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Checkmate
Cuboh
LINGA Cloud Kitchen
MoneyGuide
Nitrogen
OVVI POS
Olo
Ordermark
Otter
RightCapital
ShoppinPal
VISE

Integrations

Checkmate
Cuboh
LINGA Cloud Kitchen
MoneyGuide
Nitrogen
OVVI POS
Olo
Ordermark
Otter
RightCapital
ShoppinPal
VISE

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$1 per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Allset

Founded

2015

Country

United States

Website

allsetnow.com

Vendor Details

Company Name

Altruist

Founded

2018

Country

United States

Website

altruist.com/product/

Product Features

Online Ordering

Integrated Gift Cards
Menu / Product View
Mobile Ordering
Push Notifications
Reporting / Analytics
Rewards / Loyalty Program
Secure Payment Processing
Store Locator
White-Label

Product Features

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Alternatives

Alternatives

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