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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Low-cost 401k plans come with absolutely no fees and ensure that nothing is taken from employees' retirement savings or investments. For small businesses, these plans offer an extensive variety of no-load funds and enable commission-free trading of stocks and bonds through self-directed brokerage options. The plans also include an IRS-approved prototype tailored to meet the specific needs of small business owners, along with annual 5500-SF filings and additional services. With over 35 years of experience, this provider is committed to delivering top-quality low-cost 401k plans and guarantees that no fees will be deducted from the plan assets. Unlike other providers, Low Cost and No Fee 401k Easy does not skim any fees or commissions from employees’ retirement contributions, allowing them to retain 100% of their earnings for retirement. By choosing no-fee 401k Easy, small businesses can ensure that none of their funds will be diverted to financial advisors or their partners, allowing employees to truly benefit from their hard work and savings. This commitment to transparency and integrity sets this service apart in the industry.

Description

Enhance your financial advisory services with greater ease and efficiency. Run your business more intelligently, set up accounts swiftly, and ensure a delightful experience for your clients. You can initiate accounts online in just a matter of minutes. Effortlessly create tailored model portfolios and engage in commission-free trading of fractional shares. Automate your rebalancing tasks, allowing you to set it and forget it. Finally, enjoy integrated investing and reporting features at a budget-friendly price. The first 100 client accounts are complimentary, with a subsequent charge of only $1 per account each month. Altruist Corp (“Altruist”) offers a powerful software platform designed to help financial advisors achieve superior results. Investment management and advisory services are supplied by Altruist LLC, an SEC-registered investment advisor, while brokerage-related services are provided by Altruist Financial LLC, a member of FINRA/SIPC. Enjoy trading without commissions, meaning you can execute trades for free within brokerage accounts using either web or mobile platforms, although other fees may still apply. This innovative approach is designed to streamline your financial operations and elevate the performance of your advisory practice.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

MoneyGuide No 
Nitrogen No 
RightCapital No 
VISE No 

Integrations

MoneyGuide Yes 
Nitrogen Yes 
RightCapital Yes 
VISE Yes 

Pricing Details

$495 set up fee
$395 per employee per year
Free Trial No 
Free Version No 

Pricing Details

$1 per month
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App No 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person Yes 

Vendor Details

Company Name

401k Easy

Founded

2000

Country

United States

Website

www.401keasy.com

Vendor Details

Company Name

Altruist

Founded

2018

Country

United States

Website

altruist.com/product/

Product Features

Product Features

Investment Management

Accounting Management No 
Benchmarking No 
Bonds / Stocks No 
Client Management No 
Commodities No 
Compliance Reporting No 
Data Import / Export No 
For Investment Advisors No 
For Investors & Traders No 
Fund Management No 
Modeling & Simulation No 
Payroll & Commissions No 
Performance Metrics No 
Portfolio Management No 
Risk Management No 

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