New on alternatives
We’ve added even more alternatives to invest in, alongside enhancements to the alts experience.
Additions to the alts marketplace:
- Apollo funds
Upgrades to alternatives:
- You can now find, purchase, and track positions and redemption dates, all in one view
- You can now elect an eligible trust account during the alts subscription flow
New in Model Marketplace
We’re adding to the Altruist Frontier Series in the Model Marketplace. Expand your clients’ investment options with two new innovation-focused SMA suites for cybersecurity and advanced computing.
Unlike thematic ETFs, these suites offer:
- Direct ownership of underlying securities
- Security-level tax-loss harvesting
- Personalization opportunities through security exclusions
Download tax management results
You can now download a single-page PDF covering an account’s estimated tax savings, harvested losses, and more, directly from the Altruist platform. Follow the steps below:
- Open the Tax Management tab of an account
- Choose a time range
- Select Export PDF
Available for all accounts using Altruist tax management tools.
Want a deeper dive into these new features?
Let us know. We’re here to support you every step of the way. Set up time with an Altruist Sales representative.
