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
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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.
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