Why Windle Wealth is moving $150m+ to Altruist before the Schwab conversion.
Digital Account Management
Scalable Portfolios
Automated Rebalancing
Live Chat Support
"If we had decided not to leave, ultimately there would have been a breaking point."
DJ Windle started his career in financial services in 2008 but quickly realized that the large firm environment was “not [his] cup of tea.” He launched Windle Wealth in 2014, custodying first at LPL and then switching to TD Ameritrade. The firm has four employees, serves 320 households representing over $150m in AUM, and has grown at roughly 33% per year for the past 5 years.
Net New Assets Per Month
At this growth rate, unnecessary and excessive paperwork is a significant drag on productivity.
$2-5M
50%
Altruist’s digital account management software cuts Windle Wealth’s operational burden in half.
Administrative Work Reduction
“It basically feels like when someone puts in their two weeks
…those last few days, they’re just completely checked out.”
The firm’s ability to develop and maintain client relationships is the cornerstone of their success. Unfortunately, over the past few months, they’ve received frustrating treatment from TD amounting to an inordinate amount of processing delays, incoherent phone support, a lack of follow up, backtracking, and canceled outgoing distributions – adding a significant amount of extra work for the team.
Digital Account Management
Open, fund and transfer accounts quickly with fully digital or paper workflows.
Advisor-led Product Roadmap
Submit feature requests, upvote ideas, and interact with the Altruist advisor community
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Why Windle Wealth chose Altruist
“When we get asked by clients, ‘How long is this going to take?’...it feels great to be able to say, ‘it’ll be done as soon as you leave the office.”
Digital account opening, funding, and transfers means the firm can have an account opened in less than 30 seconds.
How Kiplinger Wealth is savings $140,000 per year with Altruist
How this RIA increased revenue while saving clients up to 50%
This testimonial was given by a current client or investor. Neither Altruist nor its affiliates paid for this testimonial, but we do earn revenue from financial advisors who use our software, from assets invested through our broker-dealer (Altruist Financial LLC) and assets invested in models or other services made available by our registered investment adviser (Altruist LLC). As of the date of this testimonial, the promoting advisor received compensation or other benefits from Altruist through the promoting advisor’s participation in one or more of Altruist’s various programs, which created a conflict of interest on the promoting advisor’s part and may have influenced the view(s) expressed by the promoting advisor. For more details on program compensation and benefits and related conflicts of interest, please visit altruist.com/RIA-testimonial. For additional information about the promoting advisor’s conflicts of interest when expressing its views about Altruist or Altruist’s affiliates, please see the promoting advisor’s advisory program brochures, available at https://adviserinfo.sec.gov/. This testimonial may not represent the experience of others and it is not a guarantee of results. Views expressed are those of Windle Wealth and are not necessarily those of Altruist.
Why Windle Wealth is moving $150m+ to Altruist before the Schwab conversion.
DJ Windle started his career in financial services in 2008 but quickly realized that the large firm environment was “not [his] cup of tea.” He launched Windle Wealth in 2014, custodying first at LPL and then switching to TD Ameritrade. The firm has four employees, serves 320 households representing over $150m in AUM, and has grown at roughly 33% per year for the past 5 years.
"If we had decided not to leave, ultimately there would have been a breaking point."
The firm’s ability to develop and maintain client relationships is the cornerstone of their success. Unfortunately, over the past few months, they’ve received frustrating treatment from TD amounting to an inordinate amount of processing delays, incoherent phone support, a lack of follow up, backtracking, and canceled outgoing distributions – adding a significant amount of extra work for the team.
“It basically feels like when someone puts in their two weeks…those last few days, they’re just completely checked out.”
Why Windle Wealth chose Altruist
This testimonial was given by a current client or investor. Neither Altruist nor its affiliates paid for this testimonial, but we do earn revenue from financial advisors who use our software, from assets invested through our broker-dealer (Altruist Financial LLC) and assets invested in models or other services made available by our registered investment adviser (Altruist LLC). As of the date of this testimonial, the promoting advisor received compensation or other benefits from Altruist through the promoting advisor’s participation in one or more of Altruist’s various programs, which created a conflict of interest on the promoting advisor’s part and may have influenced the view(s) expressed by the promoting advisor. For more details on program compensation and benefits and related conflicts of interest, please visit altruist.com/RIA-testimonial. For additional information about the promoting advisor’s conflicts of interest when expressing its views about Altruist or Altruist’s affiliates, please see the promoting advisor’s advisory program brochures, available at https://adviserinfo.sec.gov/. This testimonial may not represent the experience of others and it is not a guarantee of results. Views expressed are those of Windle Wealth and are not necessarily those of Altruist.
Digital account opening, funding, and transfers means the firm can have an account opened in less than 30 seconds.
“When we get asked by clients, ‘How long is this going to take?’...it feels great to be able to say, ‘it’ll be done as soon as you leave the office.”
Looking for an alternative to Schwab?
Looking for an alternative to Schwab?