Three high-impact portfolio management moves and how to automate them

Wednesday, September 23
9:00 – 9:45 AM PT/12:00-12:45 PM ET

Every advisor manages portfolios. How you manage them is what can help distinguish your firm from the firm down the street.

Join Altruist’s Adam Grealish, VP of Product, and Robert Mennow, VP of Sales, as they break down three areas where we see the most opportunity in portfolio management: direct indexing, household-level management, and alternatives.


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

• Why these strategies matter
• How to automate them so they scale without taking over your calendar
• How to put all three into practice day to day

Whether you’re already using Altruist or evaluating custodial technology for your firm, you’ll leave with practical, repeatable strategies and real advisor workflows you can put to  use right away.