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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

Implement on-demand, commission-free digital solutions such as online ordering, contactless delivery, email marketing, and e-gift cards to navigate these challenging times effectively. There's no need to invest in hardware or a POS system, allowing you to take charge with these tailored digital solutions that support your business's adaptability without extra costs. Initiate your journey today and enjoy the first three months at no charge. Empower your customers to order directly from you to boost sales through Toast Online Ordering, also without commission fees. Reach a wider audience with the Toast TakeOut mobile app, connecting with thousands of potential patrons without any commission charges. Enhance your service by providing contactless delivery through your own drivers or by opting for Toast Delivery Services, which connects you with local drivers. Streamline your communication and increase sales with email marketing that keeps you linked to your customers, while automatically gathering guest emails from online orders so you can avoid the hassle of manual data exports. Embrace these innovative solutions to ensure your business thrives even in uncertain circumstances.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

MoneyGuide Yes 
Nitrogen Yes 
RightCapital Yes 
Tiplo No 
Toast TakeOut No 
VISE Yes 

Integrations

MoneyGuide No 
Nitrogen No 
RightCapital No 
Tiplo Yes 
Toast TakeOut Yes 
VISE No 

Pricing Details

$1 per month
Free Trial Yes 
Free Version No 

Pricing Details

$50 per month
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 No 
Live Rep (24/7) No 
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

Toast

Founded

2011

Country

United States

Website

pos.toasttab.com/products/toast-now

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 Marketing

A/B Testing No 
Artificial Intelligence No 
Auto-Responders No 
CAN SPAM Compliance No 
Customer Surveys No 
Drip Campaigns No 
Dynamic Content No 
Event Triggered Email No 
Image Library No 
Landing Pages/Web Forms No 
Mailing List Management No 
Mobile Optimized Emails No 
Reporting/Analytics No 
Subscriber Management No 
Template Management No 
WYSIWYG Email Editor No 

Online Ordering

Integrated Gift Cards Yes 
Menu / Product View Yes 
Mobile Ordering Yes 
Push Notifications Yes 
Reporting / Analytics Yes 
Rewards / Loyalty Program Yes 
Secure Payment Processing Yes 
Store Locator Yes 
White-Label No 

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