Today, we are excited to unveil the beta version of the Altruist Advisor Portal. The Advisor Portal is a modern and easy-to-use platform where advisors can manage their client list, access client accounts and portfolios, generate performance reports, manage their fee schedules, and bill their clients.

This beta release of the Advisor Portal is the result of many hours of direct input from financial advisors who are frustrated with the current landscape of disconnected, expensive, and difficult to use tools. Our goal is to reduce the effort and cost to perform day-to-day activities like running client meetings, opening and funding accounts, rebalancing portfolios, and managing fee billing. 

In the coming weeks and months, we will be launching many new features, including a delightful mobile-first client portal where clients can directly access their accounts and statements and eventually open and fund new accounts completely paperless. 

This is the first step in building the first-ever commission-free, fully-integrated digital brokerage platform. Our brokerage is slated to launch at the end of 2019 and beta users will receive priority access and pricing. Your candid feedback is invaluable to us.

I’m extremely proud of the many thousands of hours our engineers, designers, and product managers have put into building Altruist. We’re excited to see what you can do with this early version of the platform.

Get all of the details and apply to join the beta here.

Warm regards,

Harpreet Ahluwalia
VP of Product