Altruist's portfolio management software offers a comprehensive suite of tools that allow financial advisors to implement personalized investment strategies at scale. It simplifies the process of building, modifying, and managing client portfolios while ensuring compliance and reducing costs. The platform supports commission-free fractional share trading, access to over 350 asset managers, and automation of tax-sensitive operations.

Key Features

Portfolio Customization Allows for tailored investment strategies based on individual client needs.

• Build, assign, and modify portfolios quickly.
• Design bespoke portfolios for unique client situations.

Cost Efficiency Enables servicing of diverse client accounts at lower costs.

• Commission-free fractional share trading.
• Integrated fee billing solution to minimize revenue loss.

Automation Tools Streamlines portfolio management processes.

• Automate tax loss harvesting and rebalancing with a single click.
• Generate comprehensive performance reports easily.

Access to Asset Managers Provides a wide range of investment options.

• Over 500 portfolios from world-class institutional managers.
• Real-time inventory browsing with advanced filtering.

Benefits

Enhanced Client Experience Improves the quality of service provided to clients.

• Personalization meets individual client preferences.
• Quick and easy order creation without phone calls.

Operational Efficiency Reduces administrative burdens for financial advisors.

• Simplifies compliance processes with integrated solutions.
• Allows advisors to focus on strategic investment decisions rather than operational tasks.