I started Altruist to help independent financial advisors grow on their own terms. That means continuing to push the boundaries of how our all-in-one platform supports the RIA community.
Needless to say, we’ve been hard at work.
I’m proud to share several new features that help advisors serve their clients more easily and provide a seamless experience that other platforms struggle to match.
OTC trading is here.
It’s now possible to explore crypto-exposure for your clients on Altruist with the addition of OTC trading. Trade OTC stocks, including ADRs and crypto trust instruments, both manually and through portfolios for rebalancing. Advisors and clients also have access to OTC market data prices.
Updated event-based rebalancing
When using event-based portfolios on Altruist, you can now skip rebalancing when making changes to custom models and portfolios, account settings, and custom portfolio assignments. This added flexibility saves you time by avoiding unnecessary rebalancing and ensures that the right accounts rebalance at the right moment.
Riskalyze + Altruist
Riskalyze is now integrated with the Altruist platform. Advisors can import new client profiles and link existing ones. The best part: Once you’re connected, Riskalyze automatically pulls account holdings from Altruist to ensure everything is kept up to date.
I can’t wait to share more pivotal updates as we enter 2022. Stay tuned in the coming weeks to get a sneak peek into what our team has been working on.