Altruist
Altruist is dedicated to enhancing the quality, affordability, and accessibility of independent financial advice. The company offers a digital investment platform that streamlines operations for financial advisors, enabling them to serve their clients more efficiently. By automating research and identifying problem areas, the platform allows advisors to provide better guidance, ultimately empowering clients to make informed financial decisions. This approach not only reduces costs for clients but also fosters greater financial confidence, positively impacting the experiences of tens of millions of individuals. Altruist supports a wide network of financial professionals, helping them deliver valuable services to their clients.
Shareholders Service Group (SSG) specializes in delivering comprehensive custodial and brokerage services tailored for independent registered investment advisors. The company focuses on enhancing the client experience by providing mobile account management, allowing advisors to trade and monitor accounts through mobile applications. SSG offers a range of features including account profiles, balances, holdings, transaction history, open orders, cost basis calculations, gain and loss reports, and performance reports. Additionally, clients benefit from online access to their accounts and a fixed-income inventory, ensuring a streamlined and efficient service for investment management.
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