Lower fees for you and your clients.
With our Model Marketplace and automated rebalancer you can outsource portfolio research and implementation – with many options starting from 12-15 basis points.
The benefits of all-in-one platforms are clear.
Time savings, back office automation, increased scalability…
But they can be costly.
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
Features built for TAMP users
Automated Rebalancing
Define cash management goals and rebalance based on events or drift.
Unified Managed Accounts
Assemble your ideal combination of marketplace and custom models.
Practice Management Tools
Manage fee billing, reporting, and trading within one intuitive platform.
Digital Account Management
Open, fund, and transfer accounts quickly, without paperwork or statements.
Seamless Integrations
Connect with planning, reporting, risk management, and CRM software.
Contact our transition specialists today
Don’t let your TAMP
dictate your bottom line
"I’m making more, my clients are spending less. It’s fast to use, it’s easier to use."
Derek Notman CFP®
Independent in 2005
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“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.”
Derek Notman CFP®
“Efficient easy to use platform for advisors and clients alike.”
Kevin Boyd
“Fantastic platform. Intuitive, simple, efficient. Support team has been a pleasure to work with.”
Spencer Rose
"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.”
Ian Bloom, CFP®, RLP®
“Digital ACATS, digital account opening, simple bank connection, smartphone app make the platform a breeze to use for end clients.”
Matthew F.
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 invested in models made available by our registered investment adviser (Altruist LLC). As of the date of this testimonial, the promoting advisors (D. Notman, S. Rose, M. Fox) 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 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.
Ditch your TAMP.
Manage client portfolios for less. Your margins will thank you.
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