Create and assign custom roles
With custom roles built around your firm’s structure, each team member gets exactly the access they need. Now you can:
- Choose from predefined roles for specialized functions, such as Trader
- Build your own custom roles from scratch or start from an existing role and tailor it to your team
New in Model Marketplace: Altruist Frontier Series
Expand your clients’ investment options with new innovation-focused SMA suites for AI, defense, and space & aerospace. Unlike thematic ETFs, these suites offer:
- Direct ownership of underlying securities.
- Security-level tax-loss harvesting.
- Transparent portfolio holdings and weightings.
Want a deeper dive into these new features?
Let us know. We’re here to support you every step of the way. Set up time with an Altruist Sales representative.
