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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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.

Description

Pre-sending alerts will ensure that you don't come up empty in keyword searches. The issue was already resolved by the time an email was sent. Employees will be more aware of compliance issues in the moment and take greater responsibility. A proven tool can help you demonstrate your commitment to SEC17(a)-4 compliance. You can forget it with our continually updated lexicon. We detect and stop potentially-violating emails before reaching the recipient. Flexible remediation options are available to allow the email to go ahead. All emails are saved for quick review and archived according to regulatory rules.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Facebook No 
Google Workspace No 
Instagram No 
LinkedIn No 
Microsoft 365 No 
Microsoft Teams No 
MoneyGuide Yes 
Nitrogen Yes 
RightCapital Yes 
VISE Yes 
Zoom No 

Integrations

Facebook Yes 
Google Workspace Yes 
Instagram Yes 
LinkedIn Yes 
Microsoft 365 Yes 
Microsoft Teams Yes 
MoneyGuide No 
Nitrogen No 
RightCapital No 
VISE No 
Zoom Yes 

Pricing Details

$1 per month
Free Trial Yes 
Free Version No 

Pricing Details

$89 per month
Presults is $89 per month for the first 3 users and then $10 per month for additional connectors
Free Trial No 
Free Version 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 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
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) Yes 
Online Support Yes 

Types of Training

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

Types of Training

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

Vendor Details

Company Name

Altruist

Founded

2018

Country

United States

Website

altruist.com/product/

Vendor Details

Company Name

Presults

Founded

2020

Country

United States

Website

presults.com

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 

Product Features

Email Archiving

Access Control No 
Backup Management No 
Compliance Management Yes 
Data Deduplication No 
Data Export Yes 
Encryption Yes 
Retention Management Yes 
Storage Management Yes 
Threat Protection No 
eDiscovery No 

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