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 

In 2024, our main ambitions as a company were to launch highly requested features, strengthen relationships with our advisors, and help you achieve better outcomes for your clients. Here’s a quick look at some of the milestones that shaped our past 12 months:

Derek N.H. Notman, CFP® joined Altruist two years ago, want to know why he made the switch? 👇🏼 https://lnkd.in/eEBbBzB9

Wishing you and your loved ones a joyful holiday season filled with peace, warmth, and connection. At Altruist, we’re grateful for the incredible community of advisors who make a difference every day. Here’s to a new year of opportunities, growth, and shared success. Merry Christmas and Happy Holidays from all of us! 🎄✨

Did you miss our last Office Hours? Catch up on the latest updates to Altruist’s Model Marketplace and hear about platform enhancements designed to help you serve your clients better. Watch the full replay here: https://lnkd.in/g3vviJG9

Authenticity is your greatest strength. Candice D. Carlton shares why being true to yourself isn’t just about feeling good—it’s the key to meaningful connections with clients. Get the full conversation on The Advisor Journey: https://lnkd.in/eZmfGd6D

As we close out December, we're wrapping up the year with some exciting product updates. Here’s a quick rundown of what’s new: ✅ Bank Linking in the Advisor Portal: You can now manage bank links directly in the Advisor Portal during account opening, and easily add or remove banks from clients' accounts right from the household screen. ✅ TaxIQ Upgrades: We’ve enhanced TaxIQ with two powerful new features. Daily Tax Loss Harvesting Scan: Capture tax-saving opportunities without waiting for a standard rebalancing event.  Capital Gains Budget: Set a ceiling on net capital gains for more precise tax planning. ✅ New Direct Indexing Models: We’ve added 3 new Direct Index models to the Model Marketplace, offering more ways to customize strategies for your clients while keeping costs low. ✅ IRA Contributions & Distributions Monitoring: The new IRA Dashboard gives you a firm and household-level view of IRA activity. Plus, track contributions and distributions in the transfer drawer for each account. ✅ End-of-Year Office Hours Replay: If you missed our final Office Hours, catch the replay to hear about the latest updates and a sneak peek at what's coming in 2025. https://lnkd.in/g3vviJG9 Read more about these updates and how they can help you serve clients better. https://lnkd.in/gZNq4ucg

At Altruist, our UMA solutions empower advisors to build highly tailored portfolios that align with their clients’ unique goals—all within a single, streamlined account. Here’s what makes UMAs so impactful: • Deep customization: Blend advisor-built and third-party models to deliver precision and personalization. • Tax-smart strategies: Leverage tools like tax-loss harvesting and direct indexing. • Simple (and easy): Keep rebalancing, reporting, and performance visualization effortless. Want to understand how UMAs can fit into your practice? Hit the link below. https://lnkd.in/eZg4UMsS

Advisors: Want clients to feel like they know you before your first meeting? In the latest episode of The Advisor Journey, Candice Carlton explains how video helps you build trust, educate clients, and deepen relationships—all while staying true to yourself. Tap in for more insights: https://lnkd.in/eZmfGd6D

This is Model Marketplace Mythbusters: Round 2. Is it technically a TAMP? No. Does it offer advisors TAMP-like benefits at significantly lower all-in costs? Absolutely. Setting up a model portfolio doesn't have to be complicated. With Altruist's Model Marketplace, it takes just a few clicks—complete with automatic rebalancing and capital gains budgeting. Let's continue debunking some common myths and explore how the Model Marketplace helps advisors spend less time managing portfolios and more time with clients. Learn more about how the Model Marketplace works: https://lnkd.in/eg9BF4c7