Review and Release for streamlined trading control
Get a closer look at how Review and Release enhances your trading workflow. This feature allows you to preview proposed trades before they are placed, understand why each rebalance was triggered, and approve or decline orders with confidence. If you want a clearer and more flexible way to manage portfolio adjustments, this new tool is your answer.
How it works
- See what’s happening: Review the results of any ad hoc or scheduled rebalance before trades are placed
- Stay informed: Each proposal clearly explains what triggered it—whether it’s drift, high cash, low cash, or tax-loss harvesting
- Take control: Once you’re satisfied, simply approve the orders for execution — or decline them
A faster way to manage bank sweep enrollment
Managing bank sweep enrollment is now simpler and more flexible. You can review and update a client’s enrollment status through a new self-serve workflow, which streamlines the process and reduces the need for manual intervention. This makes it easier to ensure clients benefit from expanded FDIC coverage through our partner banks and have cash available when they need it.
How it works
- View current bank sweep enrollment directly within the client
- Update enrollment quickly with a clean, self-serve process
- Help clients access expanded FDIC coverage, provided by our partner bank network
Want a deeper dive into these new features?
Let us know. We’re here to support you every step of the way. Click below to set up time with an Altruist sales representative to discover how Altruist can help your firm do more.
Altruist Financial LLC is not a bank. FDIC insurance is provided through participating FDIC-insured banks in Altruist Financial LLC’s Bank Sweep Program and is subject to applicable limits and conditions. FDIC insurance only covers the failure of the FDIC-insured depository institution. See FDIC.gov and the Bank Sweep Program Disclosure Statement for more information.
Not for retail distribution. This communication has been prepared exclusively for institutional, wholesale, professional clients and qualified investors only, as defined by local laws and regulations. Altruist Corp (“Altruist”) offers technology and tools designed to help financial advisors achieve better outcomes. Advisory and certain other services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage related products and services are provided by Altruist Financial LLC, a member of FINRA/SIPC. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Altruist or its affiliates do not provide tax advice and investors are encouraged to consult with their personal tax advisors. Clearing and custody of securities provided by Altruist Financial LLC.
