At Altruist, we are committed to continuously improving our advisor portal to make your experience more intuitive and efficient. That's why we're excited to introduce two significant navigation updates:
Global Search: Quickly Find What You Need
Our new Global Search feature is designed to help you find the information you need faster than ever. With this enhancement, you can now search across Accounts and Households, with quick insights into balances and statuses. You'll be able to access up to 10 recent searches, so you can quickly get back to the accounts you’ve been working with.
Revamped Navigation Bar: More Tools at Your Fingertips
We’ve also moved and expanded the navigation bar to make it easier for you to access the tools and resources you need. The navigation bar has been relocated from the top of the screen to the left side, where it is now both expandable and collapsible, giving you more control over your workspace. In addition to your familiar options like Clients, Trade, and Portfolio, we've added direct links to essential areas such as E-Sign (previously Client Agreements), Fee Billing, Reports, Help Center, and the Idea Portal.
These changes are all about reducing clicks and helping you access the tools you need faster. Please let us know how they work for you–your feedback helps us improve the platform.
Past performance never guarantees future returns. Referenced studies did not consider Altruist or Altruist’s TaxIQ product and are included for general educational purposes only. Results will vary based on several factors, including, but not limited to, the tax management strategies utilized, a client’s individual tax situation, and the prevailing market conditions. The content provided is for general informational purposes only.
Tax laws and regulations are complex and subject to change, which can materially impact investment results. Altruist believes the information provided herein is accurate but does not guarantee that the information herein is accurate, complete, or timely. Altruist makes no warranties with regard to such information or results obtained by its use, and disclaims any liability arising out of your use of, or any tax position taken in reliance on, such information. TaxIQ tax management tools (including, but not limited to tax loss harvesting) may lead to unfavorable tax impact depending on a number of factors including customer account holdings and asset location. TaxIQ Tools (including, but not limited to tax loss harvesting) may be impacted by a number of factors including a portfolio’s rebalancer and/or fund substitute settings. See the Altruist TaxIQ Tools and Rebalancer Disclosures document on www.altruist.com/legal for more information. Registered Investment Advisers (RIAs) are solely responsible for monitoring client accounts to ensure TaxIQ tools and settings are operating as intended. Neither Altruist nor its affiliates provide tax or legal advice or discretionary management of customer accounts. Customers are encouraged to consult their attorney, tax professional and/or investment advisor regarding their individual circumstance.
