+
+

Related Products

  • IUX
    930 Ratings
    Visit Website
  • NaviPlan
    Visit Website
  • QUODD
    1 Rating
    Visit Website
  • Sharesight
    566 Ratings
    Visit Website
  • ZenTreasury
    9 Ratings
    Visit Website
  • Dynamo Software
    71 Ratings
    Visit Website
  • Everstage
    3,668 Ratings
    Visit Website
  • Capitalcore
    87 Ratings
    Visit Website
  • DXcharts
    28 Ratings
    Visit Website
  • Xero
    5,938 Ratings
    Visit Website

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

Here at Collective, we’re kind of obsessed with S Corps. Why? Because the way you organize your business makes a big difference in how much you pay in taxes. And for most self-employed businesses, forming an S Corp could lead to big tax savings. When you become a member, you get your own accounting team and software to track and manage your finances. Answer a couple of questions about yourself and your business to calculate your potential tax savings by becoming an S Corp and running your business with Collective. Talk to a new business advisor to understand where you can save money and make sure a Collective membership is right for you. We only accept members that we’re confident we can partner with to save them time and money. Easily organize your S Corp with our online wizard. We'll also help you get an EIN, business license and open a business bank account. If you have questions, your trusted advisors will be there every step of the way.

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

Companies looking for a formation, taxes, accounting, compliance solution

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$1 per month
Free Version
Free Trial

Pricing

$199 per month
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

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

Collective
Founded: 2020
United States
www.collective.com

Alternatives

Alternatives

ETNA Trader

ETNA Trader

ETNA Software

Categories

Categories

Integrations

MoneyGuide
Nitrogen
RightCapital
VISE

Integrations

MoneyGuide
Nitrogen
RightCapital
VISE
Claim Altruist and update features and information
Claim Altruist and update features and information
Claim Collective and update features and information
Claim Collective and update features and information