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About

Deliver better financial advice, easier. Manage your business smarter, quickly open accounts, and give clients a beautiful experience. Open accounts online in minutes. Build custom model portfolios with ease. Trade fractional shares commission-free. Rebalance automatically (set it and forget it). Investing & reporting, together at last. Really affordable. First 100 client accounts free and just $1/account each month after. Altruist Corp (“Altruist”) offers a software engine that helps financial advisors achieve better outcomes. Investment management and advisory services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage related products are provided by Altruist Financial LLC, a member of FINRA/SIPC. Commission-free trading means $0 commission trades placed in brokerage accounts via web or mobile devices. Other fees may still apply.

About

We combine design thinking and personal finance to display a client’s complete financial picture with clarity. Asset-Map is an award-winning financial tech start-up based in Philadelphia, PA. Over 1 million people are using Asset-Map with their advisors to gain financial clarity. What’s more, we have over $1.4 trillion financial instruments mapped in Asset-Map. An Asset-Map report visually organizes all of a household’s finances in a clear graphical layout, allowing Advisors to apply their professional insight in real-time. Define a household’s most important financial priorities and track their progress with interactive Target-Maps. Intuitively search and filter an entire advisory practice by staying on top of households that need attention unlike ever before. Schedule a demo today and join the thousands of financial advisors helping their clients see the full financial picture to make better decisions.

About

Your business can’t run at speed while noisy and disorganized information flow is slowing you down. Your team needs a real-time, 360-degree view of events in order to anticipate challenges and run in the now. Engineered to accelerate knowledge flow throughout the organization, driving the best action and allowing your team to run in the now. Real-time aggregation and curation of your alerts, news, events, updates, reactions from your internal or external systems unified on your desktop and mobile. Operating as a ‘smart layer’ across your existing applications and leveraging a taxonomy unique to your business gives you the context to take decisive action. Like a biological nervous system, Pathfinder takes messy real-world inputs and turns them into organized information, helping users make sense of events. This is why we call it an Enterprise Nervous System.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Businesses and companies looking for a solution to manage their operations, open accounts, and improve customer experience

Audience

Businesses that require a financial planning solution to to gain financial clarity and optimize their operations

Audience

Investment Management solution for business managers

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Screenshots and Videos

Pricing

$1 per month
Free Version
Free Trial

Pricing

$94 per month
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Altruist
Founded: 2018
United States
altruist.com/product/

Company Information

Asset-Map
Founded: 2008
United States
www.asset-map.com

Company Information

Red Deer
Founded: 2013
United Kingdom
www.reddeer.com

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Categories

Categories

Categories

Integrations

MoneyGuide
Nitrogen
Orion
Redtail CRM
RightCapital
Riskalyze
SmartOffice
VISE
Wealthbox

Integrations

MoneyGuide
Nitrogen
Orion
Redtail CRM
RightCapital
Riskalyze
SmartOffice
VISE
Wealthbox

Integrations

MoneyGuide
Nitrogen
Orion
Redtail CRM
RightCapital
Riskalyze
SmartOffice
VISE
Wealthbox
Claim Altruist and update features and information
Claim Altruist and update features and information
Claim Asset-Map and update features and information
Claim Asset-Map and update features and information
Claim Red Deer and update features and information
Claim Red Deer and update features and information