Altruist

Altruist

Altruist From United States

Designed for modern financial advisors, this platform streamlines account management and enhances client experiences. Users can swiftly open accounts online, construct ta... Designed for modern financial advisors, this platform streamlines account management and enhances client experiences. Users can swiftly open accounts online, construct tailored portfolios, and trade fractional shares without commissions. Automatic rebalancing simplifies investment strategies, while the first 100 accounts are free, followed by a low monthly fee thereafter.

Top Altruist Alternatives

1 Moonfare

Moonfare

A private equity investing platform, Moonfare provides access to top-tier funds for both retail and institutional investors with minimums starting...

Moonfare From Germany
2 LongView Trading

LongView Trading

This investment management software enhances trading efficiency with a cloud-based delivery system, enabling quick access to the latest Broker Algo...

Linedata From United States
3 dxTrade

dxTrade

Offering a versatile suite of multi-asset trading platforms, dxTrade enables brokers and prop firms to operate across various instruments, including...

Devexperts From Germany
4 Axioma Portfolio Optimizer

Axioma Portfolio Optimizer

Axioma Portfolio Optimizer empowers investors with a sophisticated tool for portfolio construction and rebalancing. It supports multiple models to analyze...

Qontigo From Germany
5 AdviceWorks

AdviceWorks

This investment management software streamlines client interactions, linking all accounts and assets for actionable insights. With advanced tools, users can...

Cetera Financial Group From United States
6 Datayes!

Datayes!

With advanced AI and Big Data technology, Datayes! transforms investment management, enhancing accuracy and tracking real-time data changes. It leverages...

Datayes Co., Ltd. From China
7 Samco

Samco

This investment management software offers a robust trading platform equipped with advanced tools for stocks, futures, options, and more. Users...

Samco Securities Limited From India
8 AssetMark

AssetMark

Investment management software empowers financial advisors to enhance client relationships while navigating complex wealth landscapes. By streamlining portfolio construction, investment...

AssetMark From United States
9 Advent Genesis

Advent Genesis

The Advent Genesis platform streamlines portfolio management by integrating analytics and trading workflows into a unified solution. It enhances efficiency...

SS&C Advent From United States
10 iCapital Network

iCapital Network

This investment management software revolutionizes the alternative investment landscape by offering financial advisors and asset managers a streamlined digital platform....

From United States
11 SS&C Advent

SS&C Advent

Offering innovative financial technology solutions, SS&C Advent empowers asset managers and wealth management firms with tools for portfolio management, client...

SS&C Technologies From United States
12 NaviPlan

NaviPlan

Leading investment management software, NaviPlan, is trusted by eight of the top ten North American banks, four of the leading...

Advicent From United States
13 Geneva

Geneva

Geneva offers a robust portfolio management solution tailored for handling diverse asset classes and complex fund structures. It integrates real-time...

SS&C Advent From United States
14 Enfusion

Enfusion

Enfusion is a cloud-native SaaS platform that streamlines investment management by integrating front, middle, and back-office operations into a single...

Enfusion From United States
15 Visible for Investors

Visible for Investors

Built for founders and investors, this platform enhances capital-raising efforts with tailored investor updates, secure pitch deck sharing, and intuitive...

Visible.vc From United States

Company Information

  • Company: Altruist
  • Country: United States

We use cookies to improve your experience on eBool.