Coffee with Altruist Onboarding: Fee billing, reporting& integrations Bringing clarity and confidence in your practice Thursday, June 2510 AM – 10:45 AM PT/ 1 PM – 1:45 PM ET Join the Altruist Onboarding Team for a live, interactive session focused on helping you navigate key workflows across fee billing, reporting, and integrations. This session is…

Roll out alternative assets across your firm in minutes Wednesday, June 17
10–10:45 am PT/ 1–1:45 pm ET Kanan Advisors, a wealth management firm for fast-moving, ambitious clients, is unlocking more opportunities than ever with Altruist’s alternative assets. During this webinar, hear how they’re using alternatives to support rapid growth, turning what used to take hours…