Portfolio reporting
Ready to view,
ready to share
custom insights
Generate thorough, digestible portraits of client performance with just a few clicks.
Benefits of
reporting with us.
Fast, customizable insights.
Easily control, specify, and change what dimensions of performance you’d like insights on. Then, quickly generate the exact reports you need.
Cost-effective.
Replace one of your costliest line items with a reporting solution that’s built directly into your home platform.
Easy to understand.
Provide your clients with performance analysis that’s intentionally designed to be straightforward and clear.
Unique features:
Share reports easily.
Schedule white-labeled performance summary emails to clients, easily include investment and activity PDFs, and deliver via the mobile app or desktop portal.
Tailor insights.
Quickly create unique reports on balances, returns, deposits, earnings, holdings, cost basis, and more.
Set performance goals.
Choose from a wide range of success benchmarks, or customize your own based on client needs. Then track, and celebrate progress.
Get data visualization that makes sense.
Visualize portfolio risk, region, sector, size, style exposures, performance analytics, and more. Designed carefully for intuitive, easy reading.
Let’s work together.
“
If I could tell advisors that are nervous to transition one thing: with Altruist, it’s not what you are used to. It’s a whole new world.”
Tyler Purcell, Balance Wealth
This testimonial was given by a current client. 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). 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. David Hicks has a personal investment in Altruist Corp which presents a conflict of interest due to them potentially benefitting financially from the company’s success. This relationship may influence their statements. 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.
FAQs:
What benchmarks are available to measure performance against?
Customize and set benchmarks by searching for a ticker, ETF, open-end, or closed-end fund. Our universe of benchmarks includes all fund securities available on Morningstar.
Is performance net of fees or inclusive of fees?
Returns are calculated net of fees and assume cash flows occur at end-of-day (net of fees includes advisor fees).
What types of performance reports are available for clients?
You can provide your clients with key performance insights through the following reports:
- Investment Summary Reports provide a detailed breakdown of account performance, holdings, and activity. This is ideal for regular portfolio reviews.
- Balance Summary Emails provide a snapshot of current account balances and recent changes. You determine the frequency.
Explore our entire platform, custom built for RIAs.
A clearer line of sight.
Produce and present data-driven insights with ease.