Each month, we bring new tools and enhancements to help you work smarter and serve clients better.
From deeper fixed income insights to streamlined contact updates and integration management, these enhancements are designed to save time, reduce risk, and give advisors more power and flexibility in their day-to-day operations.
Introducing Altruist One
We’re excited to introduce Altruist One, our new household-level subscription designed to help advisors deliver stronger client outcomes and streamline their business operations. With Altruist One, advisors gain access to a suite of premium benefits, including:
- Boosted cash rates on client balances
- Zero transaction fees* on mutual funds and fixed income
- Deep discounts in the Model Marketplace
- Waived fees for automated tax management, including tax-loss harvesting
All of this is bundled into one simple, transparent subscription, so you can focus more on advising and less on managing costs.
Other fees apply. See the Altruist Financial LLC Fee Schedule and the Altruist LLC Fee Schedule, both available on altruist.com/legal, for more information.
Depth of Book in Fixed Income Orders
Advisors trading fixed income now have access to significantly more insight. Our latest update introduces Depth of Book, showing:
- Yield to Worst (YTW)
- Top 5 Bid/Ask quotes
- Min/Max sizes
- Yield to Maturity
All of this appears directly within your fixed income order workflow, making it easier to assess market depth, evaluate pricing, and improve execution quality for clients.
Sell Mutual Funds in Dollars
Advisors can now place mutual fund sales in dollar amounts, making it easier to align with client requests — especially when liquidating positions. This added flexibility simplifies the process without giving up control or precision.
To help reduce the risk of failed trades, we’ve introduced a safeguard: if the sale exceeds 90% of the previous day’s value, you’ll see a clear warning message. You can still proceed with the sale or choose to place the order in shares if needed — but now with an added layer of protection built in.
It’s a smarter, more flexible way to manage mutual fund redemptions, designed to support better trade execution and client outcomes.
Update Contacts in Bulk
Managing household data just got easier. Advisors can now bulk update account contact information directly within the Altruist dashboard.
That means less manual entry, fewer errors, and a lot more time saved when keeping household-level records up to date.
Manage Black Diamond Easily
You asked—we delivered. Advisors can now enable or disable Black Diamond integrations directly from their Settings page—no support ticket required.
This self-service feature puts more control in your hands, whether you’re onboarding new clients, adjusting your tech stack, or simplifying operations across your firm.
Want a deeper dive into any of these new features? Let us know. We’re here to support you every step of the way. Click here to set up time with an Altruist Sales representative to discover the Altruist platform!
