Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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.

Description

Comprehensive accounting solutions designed to enhance workflow efficiency are now at your fingertips. Streamline commission processes by integrating them with accounting, facilitating check writing, and delving into detailed financial management. Oversee office expenses, bills, and revenue with ease, whether dealing with accounts payable, accounts receivable, or general ledger tasks; you can also sync with QuickBooks. Both large enterprises and small brokerages can efficiently handle the entire transaction process. This system offers a straightforward method to store, share, attach, email, sign, and oversee a variety of documents. In addition, it allows for the management of caps, expenses, commission divisions, and team dynamics within a flexible commission framework. You can also monitor and follow all incoming offers on your properties. With electronic signatures that are not only legally valid but also safeguarded with top-tier security, the platform allows you to create custom forms that can be easily filled and signed within RealtyAPX. Say goodbye to cumbersome Excel spreadsheets; the system automatically tracks and oversees agent caps, minimums, maximums, commission expenses, and office fees on a per-use basis. Designed specifically for the real estate sector, AcctFusion encompasses all the essential tools needed for effective back-office accounting management, ensuring that users can operate with confidence and efficiency.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

MoneyGuide Yes 
Nitrogen Yes 
RightCapital Yes 
VISE Yes 

Integrations

MoneyGuide No 
Nitrogen No 
RightCapital No 
VISE No 

Pricing Details

$1 per month
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App No 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Altruist

Founded

2018

Country

United States

Website

altruist.com/product/

Vendor Details

Company Name

WebAPX

Founded

2006

Country

United States

Website

www.realtyapx.com

Product Features

Investment Management

Accounting Management No 
Benchmarking No 
Bonds / Stocks No 
Client Management No 
Commodities No 
Compliance Reporting No 
Data Import / Export No 
For Investment Advisors No 
For Investors & Traders No 
Fund Management No 
Modeling & Simulation No 
Payroll & Commissions No 
Performance Metrics No 
Portfolio Management No 
Risk Management No 

Product Features

Real Estate Agency

Calendar Management Yes 
Client / Property Matching Yes 
Client Database Yes 
Commission Management Yes 
Contact Management Yes 
Contract Management Yes 
Email Marketing Yes 
Flyer / Catalog Printing Yes 
Lead Management Yes 
Listing Management Yes 
Property Database Yes 
Website Management Yes 

Alternatives

Alternatives

ezbospro Reviews

ezbospro

ezBOSPro
Realty Broker Office Reviews

Realty Broker Office

Technology Mix
ETNA Trader Reviews

ETNA Trader

ETNA Software