Alternative investments
Alternative assets are now on Altruist, with funds from Blackstone, KKR, J.P. Morgan Asset Management, and Pantheon. You can subscribe to all Alts marketplace funds digitally, and view every position alongside your traditional assets.
Invest, report, and manage alternative assets all in one place–with no custody fees on partner funds at launch.
Trade blotter reporting
You can now download trade blotter reports on your own schedule, without a lengthy process with our support team. Experience a streamlined system where you can:
- Generate trade blotter reports across all of your accounts.
- Choose a custom date range, with up to two years of history.
- Receive reports within a minute’s time.
New in Model Marketplace
We’ve launched additions to the Altruist Model Marketplace:
- Altruist Equal Weight Large-Cap Direct Index
- Eventide Faith-Based Models
We also improved Explore & Compare, making it easier than ever to find the right fit. Now you’re able to compare up to 4 models side by side with deeper analytics on sectors, regions, style, yield, and more.
Custom roles
Altruist now has custom roles built around your firm’s structure. Each of your team members gets exactly the access they need. Here’s how it works. You can either:
- 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
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.
