Altruist

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Altruist is on a mission to make great independent financial advice more efficient, affordable, and accessible. The company’s all-in-one financial advising platform provides fiduciary advisors with cutting-edge tools designed to substantially lower costs to operating their business. Advisors can open and fund accounts, invest, manage, report, and bill, all in one place. A fully digital brokerage (Altruist Financial LLC, Member FINRA/SIPC), Altruist empowers advisors to do their best work and help ensure clients have a better experience with their money. Founded in 2018 by CEO Jason Wenk, Altruist launched its platform in late 2020.

Kategorije: BusinessBrokerage Trading SoftwareInvestment Accounting SoftwareInvestment Portfolio Management Tools

Web stranica: altruist.com

Odricanje odgovornosti: WebCatalog nije povezan, pridružen, ovlašten, odobren ili na bilo koji način službeno povezan s Altruist. Sva imena proizvoda, logotipi i brendovi vlasništvo su njihovih odgovarajućih vlasnika.