Portfolio Management
Implement the personalization your clients want at the scale your practice needs.
Leverage a suite of powerful tools that can accommodate your preferred investment style.
Build, assign, and modify portfolios for individuals or entire sections of your book with fewer clicks.
Generate additional value with built-in tools designed to maximize long-term portfolio growth.
Service client accounts of any size at a significantly lower cost with commission-free fractional share trading.
Outsource research and implementation¹ with any combination of 300+ portfolios from world-class institutional managers at an industry re-defining price point.
Manage risk and target asset allocation with custom cash management and tax-efficient rebalance settings.
Design a bespoke portfolio for clients with concentrated positions, sensitive tax situations, or unique preferences.
Automate tax loss harvesting, tax-sensitive rebalancing, and more with a single click.
Browse through real-time inventory with advanced filtering, followed by quick and easy order creation. No need to pick up the phone.
Tyler Purcell
Kiplinger Wealth Advisors
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 using services made available by our registered investment adviser (Altruist LLC). As of the date of this testimonial, the promoting advisor 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 the 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.
Simplify portfolio management with access to over 350 asset managers at an industry low cost.
Say goodbye to revenue loss and compliance headaches with a fully integrated fee billing solution.
Generate a complete, digestible picture of client performance in just a few clicks.
Partner with a custodian that helps you deliver remarkable experiences (and doesn't market to your clients).
From technology to service, get more value from a custodian that's entirely focused on RIAs.
Eliminate your biggest pain points by partnering with a custodian that can match the pace of your business.
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