Control how and when you get paid with a solution that can account for common and unique circumstances alike.
Take the time you spend on fee calculations and data reconciliation from hours down to a few minutes.
Ensure your billing is mistake-free, trackable, and ready for audit at any time.
Bill on terms that work for you and your clients -- AUM-based, hourly, flat fees, one-off invoices, or any combination thereof.
Easily exclude accounts at the household level and specify rules for minimums and maximums.
Stay audit-ready and ensure accuracy for executed and unexecuted invoices broken down by account -- accessible with just a few clicks.
Add your logo and automate delivery of invoices via email or to the client portal for a transparent and secure investor experience.
Tyler Purcell, Kiplinger Wealth Advisors
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 using 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.
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