High-impact portfolio management moves—and how to automate them
The strategies that help build stronger portfolios aren’t a secret. But running all of them, for every client, is what deepens your relationships and helps you win new clients.
Download our guide to three high-impact moves in portfolio management, and how to automate each one.
This guide includes
Customizing portfolios with direct indexing
How tailoring a portfolio to a client’s values, tax situation, and concentrated positions can unlock advantages for you and your clients—and how clearing the manual work behind it turns a premium service into your standard offering.
Managing household-level outcomes
How managing multiple account portfolios as one household changes what’s possible—and how to streamline your approach to free your time and offer this strategy to more clients.
Expanding into private markets
How to open alternative investments to more of your book by clearing the administrative work—subscription documents, signature routing, billing, and redemption deadlines.
Choosing what to automate—and what to buy
How to determine which tasks are safe to hand off, which guardrails to set before you do, and the questions to ask any vendor before you commit to a platform.
About the expert
Robert Mennow,
Vice President of Sales
Robert Mennow has spent more than 25 years in financial services, including leadership roles in brokerage operations, clearing, advisor service, and RIA sales. As VP of Sales at Altruist, he works with advisors everyday on the problems covered here: simplifying complexity, scaling the business, and building a client experience that holds up as the firm grows.
Stronger relationships.
Better outcomes.
Use our platform to streamline RIA operations, diminish overhead costs, exceed client expectations, and deepen relationships.