Average Ratings 0 Ratings
Average Ratings 1 Rating
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
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