Altruist – The modern custodian built for independent financial …
Get stellar customer service and software for account opening, trading, reporting, and billing — all in one streamlined solution. Simplify your tech stack, deliver a seamless client experience, and spend more time on the work that matters most to you. Live chat means your questions are answered faster.
Client Hub – Altruist
With Altruist, you can open and fund your investment accounts in minutes, track your investment progress and view your portfolio’s holdings, and download statements, tax documents, and other essential information in as little as a few clicks. It’s easy, simple, and intuitive. Download brochure.
Fintech for financial advisors – RIA wealth management platform – …
Altruist is a vertically-integrated custodian built to help independent financial advisors run great businesses. Modern fixed income trading has arrived. Learn More .
Altruist raises $112m to empower RIAs of any size and scale
Altruist raises $112m to empower RIAs of any size and scale. By Jason Wenk. —. April 10, 2023. I'm excited to share the news of Altruist’s Series D fundraise, a $112 million round led by Insight Partners and Adams Street that brings our total funding to approximately $290 million. This announcement comes on the heels of our acquisition of ...
Deliver On Client Experience - Altruist
Add your name, photo, and logo across the desktop portal and mobile app so that their experience with Altruist feels like an extension of your practice. Easy access to information Clients can access performance, portfolio characteristics, and important tax and account documents at a moment's notice.
Grow your clients' cash with - Altruist
2024年7月15日 · Altruist Cash is designed to maximize your clients' idle cash without having to change your investment strategy. Start putting your clients' cash to work, today. Access to FDIC insurance via our partner banks. Easy digital onboarding and back-office automation. No minimum balances or annual fees.
SSG Client Hub – Altruist
3 天之前 · With Altruist, you can open and fund your investment accounts in minutes, track your investment progress and view your portfolio’s holdings, and download statements, tax documents, and other essential information in as little as a few clicks. It’s easy, simple, and intuitive.
A Revolutionized Advisor Experience - Altruist
Altruist is redefining the advisor experience by giving RIAs the software and service to grow their businesses efficiently and effectively. Modern fixed income trading has arrived. Learn More .
SSG FAQs – Altruist
Altruist was founded in 2018 and has grown to the third largest custodian by firms served in a relatively short period. Over 4,000 financial advisors have chosen Altruist to keep their clients' money and investments safe.
Execution Quality - Altruist
Explore Altruist's dedication to superior trade execution quality through swift, optimized routing and higher savings per order.
- 某些结果已被删除