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 

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

Advisors: Do you trust your intuition when it comes to big decisions? In the latest The Advisor Journey, Candice Carlton shares a powerful reminder: "If it doesn’t feel right to you, it’s not right." Too often, we ignore that instinct—whether it’s how we run our business, choose clients, or shape our marketing. Candice offers insights on: • How listening to your intuition can guide authentic decisions • Why aligning your work with what feels right leads to better results • Breaking free from the pressure to follow someone else’s playbook If something feels off, it’s worth paying attention. This episode is a must-listen for advisors looking to find alignment, purpose, and sustainable growth. Ep. 85 goes live on Dec. 18th. Be sure to subscribe to The Advisor Journey and never miss a new episode. https://lnkd.in/eZmfGd6D

Switching custodians can be daunting, but Brandon Lockwood found his perfect partner in Altruist. With seamless account transfers and a robust tech stack, he transitioned 63 households in record time. Read how tech fueled his independence:

Unlock new possibilities for your clients with Altruist's direct indexing solutions. From advanced tax strategies to personalized portfolios, discover how we’re redefining what’s possible for advisors and their clients. Ready to elevate your practice? Let’s talk → https://lnkd.in/eafZFcXM

Introducing Altruist's new Direct Indexing models! We’ve expanded our lineup to give advisors even more flexibility and precision for tailoring client portfolios. Here’s what’s new: U.S. All-Cap Direct Index: Tracks the 3,000 largest U.S. equities, weighted by float-adjusted market cap. U.S. Mid-Cap Direct Index: Focuses on the 501-1,000 largest U.S. equities for broad mid-cap exposure. U.S. Small-Cap Direct Index: Covers the 1,001-3,000 largest U.S. equities for small-cap exposure. These strategies provide robust, cost-efficient market exposure, helping you deliver personalized value to your clients.