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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

Implement on-demand, commission-free digital solutions such as online ordering, contactless delivery, email marketing, and e-gift cards to navigate these challenging times effectively. There's no need to invest in hardware or a POS system, allowing you to take charge with these tailored digital solutions that support your business's adaptability without extra costs. Initiate your journey today and enjoy the first three months at no charge. Empower your customers to order directly from you to boost sales through Toast Online Ordering, also without commission fees. Reach a wider audience with the Toast TakeOut mobile app, connecting with thousands of potential patrons without any commission charges. Enhance your service by providing contactless delivery through your own drivers or by opting for Toast Delivery Services, which connects you with local drivers. Streamline your communication and increase sales with email marketing that keeps you linked to your customers, while automatically gathering guest emails from online orders so you can avoid the hassle of manual data exports. Embrace these innovative solutions to ensure your business thrives even in uncertain circumstances.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

MoneyGuide
Nitrogen
RightCapital
Tiplo
Toast TakeOut
VISE
dialnote

Integrations

MoneyGuide
Nitrogen
RightCapital
Tiplo
Toast TakeOut
VISE
dialnote

Pricing Details

$1 per month
Free Trial
Free Version

Pricing Details

$50 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

Altruist

Founded

2018

Country

United States

Website

altruist.com/product/

Vendor Details

Company Name

Toast

Founded

2011

Country

United States

Website

pos.toasttab.com/products/toast-now

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

Product Features

Email Marketing

A/B Testing
Artificial Intelligence
Auto-Responders
CAN SPAM Compliance
Customer Surveys
Drip Campaigns
Dynamic Content
Event Triggered Email
Image Library
Landing Pages/Web Forms
Mailing List Management
Mobile Optimized Emails
Reporting/Analytics
Subscriber Management
Template Management
WYSIWYG Email Editor

Online Ordering

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

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