Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
Automate your trading activities, develop personalized services, or link your investments with pre-existing platforms. Begin trading over 8,000 international stocks and ETFs in our complimentary paper trading environment right now. Transition your use case to a live setting with a dedicated securities trading account offered through our licensed partner. Access an API tailored for stock trading and market data that empowers you to construct any brokerage scenario you envision. Utilize documentation that provides a solid foundation to kickstart your project. Stream both historical and current market data for seamless integration into your brokerage model. It's as easy as pie. Execute your trades using our REST-API, which is designed to be simple, efficient, and reliable. Create a unique brokerage experience with the lemon.markets API, which features a cutting-edge REST-API that allows you to tailor your brokerage project to meet your specific requirements. You can develop an automated trading bot that executes orders in the stock market, keeping an eye on price movements while establishing your own criteria for buying or selling. Ultimately, this flexibility allows you to engage with the market on your terms.
API Access
Has API
No
API Access
Has API
Yes
Integrations
MoneyGuide
No
Nitrogen
No
RightCapital
No
VISE
No
Pricing Details
$1 per month
Free Trial
Yes
Free Version
No
Pricing Details
€9.90 per month
Free Trial
No
Free Version
Yes
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)
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
lemon.markets
Country
Germany
Website
www.lemon.markets/
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