Portfolio rebalancing built to scale

The Altruist rebalancer just got more intentional. With our recent update, you’ll experience:

  • Enhanced default behavior: Deposits now automatically trigger buy-only rebalances. Withdrawals automatically trigger sell-only rebalances, raising only the cash needed without disturbing the rest of the portfolio.
  • Improved daily tax-loss harvesting: When harvesting losses, the rebalancer only sells positions that are down in value so your clients realize larger net losses. 

And with the rebalancer’s Review & Release feature, you’ll have the option to see every trade proposal and have the final say on what executes.

Deposit checks faster

You can now deposit checks directly from the Altruist web platform or client mobile app in minutes. Alongside that added flexibility, we’ve released two core enhancements:

  • Rollover checks are supported, including retirement rollovers. 
  • Deposit up to $250,000 per non-rollover check, with funds being available within 3-5 business days.

Place trades outside market hours

Altruist users can now enter and queue trades outside of market hours directly from the Trade Drawer. Orders will automatically queue and route at the next market open. Both market and limit orders are supported, and you can remove individual queued orders at any time before the market opens.

New on Model Marketplace

We’re excited to announce the following new additions to the Altruist Model Marketplace to give your clients’ portfolios further investment options:

  • Altruist Dividend SMA
  • Four new strategies from Encompass More Asset Management
  • Five new strategies from Blueprint Investment Partners

Altruist One pricing is available for all of the above strategies.

Want a deeper dive into these new features?

Let us know. We’re here to support you every step of the way. Click below to set up time with an Altruist sales representative to discover how Altruist can help your firm do more. 

Speak with our team

Altruist LLC and its affiliates (together, “Altruist”) and the Model Marketplace model providers do not render investment advice to retail clients, rather Altruist makes available certain model portfolios for independent RIAs’ use in managing their retail investment clients’ assets. RIAs are responsible for suitability of all transactions in and decisions regarding client accounts, and must maintain trading authority over client accounts which are subscribed to Model Marketplace model portfolios.

Certain instructions from model providers who are providing models to the Altruist Model Marketplace may not be executed based on system limitations, including securities that are not available to trade on the Altruist platform and rebalancing instructions that are not supported by the Rebalancer and trades that are below supported minimum trade sizes. Performance of individual accounts assigned to a model portfolio may deviate from the target model performance as a result of a number of factors, including Rebalancer settings, and timing and amount of cash flows and system limitations that impact execution of model provider instructions. Model Marketplace portfolios utilize Altruist’s Rebalancer and may use Altruist’s Tax Management tools. See the Tax Management and Rebalancer disclosure available at altruist.com/legal.

For more information on Altruist’s Model Marketplace please see the Form ADV Part 2A, Model Marketplace Agreement and Altruist LLC Fee Schedule on altruist.com/legal.