Altruist's Model Marketplace is a financial services platform designed to simplify portfolio management for financial advisors. It features over 500 professionally managed models, advanced tax efficiency tools, and transparent, low fees. The platform supports both active and passive investing strategies, including turnkey solutions and personalized Direct Indexing and Unified Managed Accounts (UMAs).

Key Features

• Tax Efficiency Tools: Includes tax-loss harvesting, capital gains budgeting, and tax sensitivity settings to optimize after-tax returns.
• Model Portfolio Access: Offers access to 500+ models from leading asset management firms.
• Unified Managed Accounts (UMAs): Allows for building client-focused portfolios.
• Low Fees: Offers fees up to 3x cheaper than the average TAMP, with no transaction fees and select free models starting at 0 basis points.
• Intelligent Rebalancing: Automatically adjusts portfolios for cash flow and market shifts.

Benefits

• Cost Savings: Low, transparent fees reduce costs for financial advisors and their clients.
• Personalization: Supports tailored investment strategies to meet client preferences.
• Efficiency: Simplifies portfolio management with easy access to multiple models and tax efficiency tools.