With our Model Marketplace and automated rebalancer you can outsource portfolio research and implementation – with many options starting from 12-15 basis points.
Time savings, back office automation, increased scalability…
And those costs are impacting your clients or your revenue (or both).
of advisors stated that the benefits of outsourcing investment management have met or exceeded their expectations.¹
plan to increase the percentage of outsourced assets in the next three years.²
basis points depending on the complexity of the program, services provided and expenses of the underlying investment vehicles.³
Define cash management goals and rebalance based on events or drift.
Assemble your ideal combination of marketplace and custom models.
Manage fee billing, reporting, and trading within one intuitive platform.
Open, fund, and transfer accounts quickly, without paperwork or statements.
Connect with planning, reporting, risk management, and CRM software.
Derek Notman CFP®
Independent in 2005
Insights from industry experts
Resources help you scale your firm
“I was actually discounting my fee 15% or more, just to make it palatable to clients. When I made the move to Altruist, I stopped discounting. I increased my fee back up to what I thought was a fair rate and my clients still saved anywhere from 10-50%. I’m making more, my clients are spending less. It’s fast to use, it’s easier to use.”
“Efficient easy to use platform for advisors and clients alike.”
“Fantastic platform. Intuitive, simple, efficient. Support team has been a pleasure to work with.”
"My business is currently in a good place with Altruist, managing assets has never taken less of my time, I’ve got nothing but great things to say.”
“Digital ACATS, digital account opening, simple bank connection, smartphone app make the platform a breeze to use for end clients.”
Manage client portfolios for less. Your margins will thank you.
See if you’re a fit Get started free*
