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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

Discover Australia's most user-friendly and cost-effective investment platform designed for everyone, from seasoned investors to newcomers. We aim to simplify the investing process, empowering you to trade U.S. shares with zero brokerage fees and Australian shares for just $5 per transaction. You can sign up within minutes and seamlessly fund your account using PayID in real time. With access to over 7,000 shares and ETFs from both Australia and the U.S., investing has never been more straightforward. There are no account fees, and you can start with a minimum investment of just $100. Our commitment to transparency means no confusing jargon; we prioritize clarity and give you the freedom to invest according to your preferences. Enjoy enhanced security features, including two-factor authentication and bank-level encryption, ensuring your investments are safe. Additionally, Superhero Super is part of our broader offering, reinforcing our goal to provide you with greater control over your financial future. At Superhero, we believe that taking charge of your money should be as straightforward as possible.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

MoneyGuide Yes 
Nitrogen Yes 
RightCapital Yes 
VISE Yes 

Integrations

MoneyGuide No 
Nitrogen No 
RightCapital No 
VISE No 

Pricing Details

$1 per month
Free Trial Yes 
Free Version No 

Pricing Details

$5 per trade
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 Yes 
iPad App Yes 
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 No 
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 No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Altruist

Founded

2018

Country

United States

Website

altruist.com/product/

Vendor Details

Company Name

Superhero

Founded

2017

Country

Australia

Website

www.superhero.com.au/invest/

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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