8 free series of models available in the Model Marketplace
We’re excited to announce the addition of 8 free model series to the Model Marketplace. Our Model Marketplace brings you over 450 models to help you easily pick and choose the strategy that works best for you, featuring intelligent rebalancing and TaxIQ capabilities.
Now you can access 8 free model series costing 0 basis points, from world-class asset managers:
- Potomac Bull Bear Series
- Potomac Guardian Series
- Potomac Income Plus Series
- Potomac Navigrowth Series
- Redwood Engineered Risk Budget Series
- Aptus Impact Series
- Aptus Impact Preserve Series
- Aptus Impact Aggressive Series
Discover more about the Model Marketplace here.
Introducing two new asset managers to the Model Marketplace
We’re thrilled to launch two new asset managers onto the Model Marketplace, Innovator Capital Management and Polen Capital. Here’s more about these managers and their new models:
Innovator Capital Management (Cost: 12 bps/year)
- Defined Buffer Outcome Series
- The Innovator Defined Buffer Series is designed to provide broad market exposure, with defined upside potential and downside exposure, over a specific period of time.
Polen Capital (Cost: 52 bps/year)
- Polen Focus Growth SMA Series
- Polen Focus Growth strategy objective seeks to achieve long-term growth of capital. The advisor identifies a concentrated portfolio of competitively advantaged businesses with potential for sustainable, above-average earnings growth.
- Polen Global Growth SMA Series
- Polen Global Growth strategy seeks to achieve long-term growth by building a concentrated portfolio of competitively advantaged businesses with potential for sustainable, above-average earnings growth.
- Polen International Growth SMA Series
- Polen International Growth strategy seeks to achieve long-term growth by building a concentrated portfolio of competitively advantaged international businesses with potential for sustained earnings growth.
Explore these new managers on the Model Marketplace and see if their models are the right fit to diversity your strategy: Learn more
Roth conversions are now digital
You can now easily reposition cash assets from a Traditional IRA, SEP, or SIMPLE IRA into a Roth IRA digitally on Altruist– eliminating the prior need for our Internal Transfer Form.
This new feature currently applies to cash only— not securities (which is forthcoming) — and requires an updated Move Money Authorization on file for both the Traditional IRA and Roth IRA.
Account Performance Merge is now live
Account Performance Merge allows you to combine performance history between two accounts, directly in the application. With this feature, converting accounts to Altruist is easier and more seamless than ever, enabling you to consolidate performance history from previous accounts linked to the platform.
All you have to do is navigate to the Account Merge menu in the household’s settings, select a linked external account, select the destination Altruist account, and merge date. Once merged, the Altruist account will display updated metrics and a new performance chart. If you make a mistake or simply don't like how the merged account looks, you can always unmerge.
New report added
We've added a new report to give you insights into your clients, and help you with your reporting needs:
- Client Report: This report is an organization-wide look at your clients and all of their relevant details.
Other UX improvements you might have missed this month...
Client App improvements:
- We’ve made some updates to the Account Cards, condensing and stacking them to improve how account information is displayed.
- We replaced the ‘Accounts’ tab in the main navigation with ‘Profile’. ‘Accounts’ is accessible from the Home section on the dashboard.
- We’ve updated the iconography for a better visual experience.
Not for retail distribution. This communication has been prepared exclusively for institutional, wholesale, professional clients and qualified investors only, as defined by local laws and regulations. Altruist Corp ("Altruist") offers technology and tools designed to help financial advisors achieve better outcomes. Advisory and certain other services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage related products and services are provided by Altruist Financial LLC, a member of FINRA/SIPC. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Altruist or its affiliates do not provide tax advice and investors are encouraged to consult with their personal tax advisors. Clearing and custody of securities provided by Altruist Financial LLC. © 2024 Altruist Corp.
