Altruist

We’re excited to introduce Altruist's new fixed income trading center—built to simplify fixed income portfolio management for RIAs. With real-time bond pricing, advanced filtering across US Treasuries, Corporates, and more, plus a seamless click-to-trade feature, you can trade bonds directly within our platform. Save time and minimize costs with smart-order routing, all designed to keep your focus on what matters—your clients. Discover how our solution helps RIAs trade smarter and faster: https://lnkd.in/guTpy5SK?

Fixed income trading just got way easier for RIAs.? Join our webinar at 10 a.m. PT on 10/17 to learn how our new Fixed Income Center simplifies discovering, buying, and monitoring fixed income securities—all within the Altruist platform. Register now:?https://lnkd.in/gB9y94uX?

"We didn’t want to be just another number.” Read how this $480M RIA firm found a partner in Altruist that values client relationships as much as they do—through transparency and real-time service. Read more about why Financial Plans and Strategies chose Altruist as their trusted partner:???????????://????????.????????????????.??????/????????/????????-??????????-??????/???????_????????????=????????????????&??????_????????????=??????????????&??????_????????????????=??????????????????????????_???????????? Current client testimonial. Views expressed may not represent others’ experience. Results may vary.

The 108-page Advisor Marketing Survey from the Kitces team highlights how the fastest-growing firms are bolstering their referral growth with a broad range of marketing strategies. We synthesized the most critical 12 takeaways.? Read below.?

As September comes to a close, we’re excited to share some product updates that will make it easier than ever for RIAs to manage portfolios and deliver an exceptional client experience. ?????????? ?????????? ???????????? ?????? ???????????? ?????? We’ve transformed bond trading into a seamless digital experience. With real-time pricing, advanced filtering, and quick order creation, you can now browse and trade fixed-income securities without ever picking up the phone. ?????????? ???????????? ?????????? ?????????? ???????????????? ???? ?????? ?????????? ?????????? Now, when applying drift settings in a Strategist Direct Index model, they apply at the model level, reducing rebalancing triggers, minimizing taxable gains, and allowing securities to accumulate in value. ???????????? ?????????? ???????????? ?????? ?????? ???????????????????? ???????????????????? In the Model Marketplace, Direct Index models now come with their own factsheets and are available as standalone portfolios. ???????? ???? ?????? ?? ?????????????? ???? ????????????????’?? ?????? ??????????-???????????? ?????????????? ???????????? Discover how RIAs can trade bonds faster and more efficiently, with real-time pricing and seamless execution. Register here: [Link to: https://lnkd.in/gpGZPXMC] Learn more: https://lnkd.in/grWX2iJ2? ???????????????? ?????????????? ???? ?????????????????? ?????????????? ??-?? Held at 1 Hotel in West Hollywood, this exclusive event brings together a small group of 50 advisors for peer-led sessions on enhancing planning skills, growing your business, and maximizing efficiency. Join us for three days of community, innovation, and inspiration. Register here: https://lnkd.in/gDiDrM69? Want to stay updated on all our latest news? Subscribe to our newsletter for the full scoop: https://lnkd.in/g24hSJht?

We teamed up with Moment on the latest episode of #TheAdvisorJourney to talk about how Altruist's new fixed income trading innovations can help advisors navigate a shifting market. Full episode linked in the comments, and you can dive deeper here: https://lnkd.in/grWX2iJ2

?? We're excited to announce some important updates to the Altruist Advisor Portal, designed to make your workflow smoother and more efficient. First, our Global Search feature now allows you to quickly find Accounts and Households, with quick insights into balances and statuses. You'll see the Top 10 most recent results, complete with account statuses displayed right in the search. Simply click in for more details. Next, we've moved the Navigation Bar to the left side of your screen, making it expandable and collapsible for easier access. Along with familiar options, you'll now find direct links to E-Sign, Fee Billing, Reports, Help Center, and the Idea Portal—all designed to reduce clicks and help you access the tools you need faster. These updates are all about streamlining your experience and helping you get the information you need with fewer steps. We encourage you to try out these new features and let us know how they work for you. Your feedback is essential as we continue to refine and improve the platform to better serve your needs.

Thinking about going independent? Join our upcoming webinar with Jose Martin, Founder of LifeCraft Wealth Management, as he shares his journey to independence and the lessons he learned along the way. In this session, you’ll hear: - How Jose transitioned 90% of his clients in just one month. - How his initial concerns about going independent were quickly dispelled. - How his clients benefited from immediate cost savings. Whether you’re exploring independence or just want actionable insights, this webinar will provide real-world strategies to guide your path. Register here: https://lnkd.in/gDqi4K5A?

Looking to sharpen your marketing strategy? In this episode of #TheAdvisorJourney, Altruist’s VP of Marketing, Chris Hiestand, and Head of Content, Will Steiner, break down the key principles that drive advisor marketing success. From actionable strategies to grow your business to what you should ???????????? focus on to win new clients, Chris and Will share insights that you won’t want to miss. Full episode linked in comments.

Day 2 at Future Proof is in full swing! Come by the Altruist booth, chat with our team, and grab some exclusive swag to take home with you. Whether you have questions or just want to say hi, we’d love to see you there.