Fee billing, reporting
& integrations

Bringing clarity and confidence in your practice

Thursday, June 25
10 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 designed for advisors who are new to Altruist or looking to strengthen their understanding of the tools that support their day-to-day operations. We’ll walk through practical guidance to help you better understand billing workflows, use reporting for greater visibility, and explore integrations that can help support your practice.

During this 45-minute session, we’ll cover:

• Fee billing workflows and best practices
• Reporting tools that can provide better visibility into your business
• Integrations that may help streamline your day-to-day operations
• Live Q&A with the Altruist Onboarding Team

Whether you’re setting up your billing structure, reviewing reporting capabilities, or exploring ways to make your tech stack more efficient, this session is designed to help you move forward with more clarity and confidence.

Grab a coffee and join us for a practical conversation with the Altruist Onboarding Team.