March was all about efficiency and control—giving you more ways to streamline workflows and tailor client insights. Here’s what’s new this past month:
CSV Model Upload: A Faster, Smarter Way to Import
No more manual entry—our new CSV Model Upload feature lets you import models directly into the platform, saving time and reducing input errors. Whether you’re transitioning models or making bulk updates, this tool makes portfolio management seamless.
Why This Matters
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- Reduce errors by uploading models in one step.
- Save time—no need to manually enter portfolio details.
- Seamless integration with your existing workflows.
Household Performance Filtering: Focus on What Matters
Advisors need more flexibility in performance reporting. Now, with Household Performance Account Filtering, you can tailor insights by selecting which accounts appear in household-level performance views.
How you can use it
- Exclude cash accounts to focus on investment performance.
- Remove taxable accounts for a cleaner retirement-focused analysis.
- Filter by strategy to track a subset of accounts with a specific goal.
With this feature, your reporting is more precise, relevant, and actionable.
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. Commission-free trading means $0 commission trades placed in brokerage accounts via web or mobile devices. Other fees may still apply. Please see the Altruist Financial LLC Fee Schedule on altruist.com/legal to learn more.
