Altruist 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.
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Pricing
Pricing Starts At:
$1 per month
Free Trial:
Yes
Integrations
Company Details
Company:
Altruist
Year Founded:
2018
Headquarters:
United States
Website:
altruist.com/product/
Media
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Product Details
Platforms
Web-Based
iPhone App
Android App
Types of Training
Training Docs
In Person
Customer Support
Business Hours
Online Support
Altruist Features and Options
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