Altruist
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
AdviceWorks
This investment management software streamlines client interactions, linking all accounts and assets for actionable insights.
LongView Trading
This investment management software enhances trading efficiency with a cloud-based delivery system, enabling quick access to the latest Broker Algo Suites.
Advent Genesis
The Advent Genesis platform streamlines portfolio management by integrating analytics and trading workflows into a unified solution.
AssetMark
Investment management software empowers financial advisors to enhance client relationships while navigating complex wealth landscapes.
SS&C Advent
Offering innovative financial technology solutions, SS&C Advent empowers asset managers and wealth management firms with tools for portfolio management, client engagement, and data oversight.
iCapital Network
This investment management software revolutionizes the alternative investment landscape by offering financial advisors and asset managers a streamlined digital platform.
Geneva
It integrates real-time data, automated workflows, and precise reporting capabilities, enabling firms to streamline operations...
NaviPlan
It streamlines investment strategies, enhances client engagement, and delivers precise financial planning tools tailored for...
Visible for Investors
It empowers users to visualize key metrics and maintain investor engagement through a robust database...
Enfusion
By centralizing data, it enhances operational efficiency, allowing asset managers and hedge funds to focus...
Equity+ Security Workstation
With extensive market data access, customizable features, and integration capabilities, it provides a reliable platform...
FlexTrade
This platform seamlessly integrates tailored workflows, enhancing performance for both buy-side and sell-side traders...
POSIT
By connecting diverse liquidity sources, it enables institutional traders to maximize liquidity and minimize market...
Visible Alpha Insights
With contributions from over 250 brokers covering 7,000+ companies, it offers raw sell-side models for...
CircleUp Helio
Users can analyze brand performance, gather insights from product reviews, and leverage strategic expertise from...
