Start trading fixed income the modern way.
We transformed bond trading into a streamlined digital experience, making it easier than ever before to discover, buy, and monitor fixed income securities. No need to pick up the phone.
Browse through real-time pricing and inventory with advanced filtering across US Treasuries, Corporates, Munis, CDs, and Government Agency securities.
No more costly, fragmented data that takes forever to locate. Instead, unlock clean and accurate reference data alongside historical yield, maturity, and pricing graphs
for each security.
Quick-and-easy order creation built right into Altruist for smart-order routing. Simply enter your quantity number, and we'll auto-calculate bond metrics like accrued interest and cost. No need to pick up the phone.
WEBINAR: October 17th, 2024 at 10 AM PT / 1 PM ET
We'll be introducing our new fixed income trading center in our upcoming webinar. We'll be going over the key types of securities, benefits of fixed income investments, the product's tools and features, fee schedule, and conducting a live demo.
Whether you’re looking to enhance your trading strategy or explore new fixed income opportunities, this webinar will give you the insights and tools you need to thrive in today’s market.
Sign up here to register for the webinar.
To discover more about Fixed Income before the webinar, check out our new article "Fixed Income Reimagined: How Altruist is Bringing Innovation to Bond Trading".
Direct Index models are now standalone portfolios
In the Model Marketplace you’ll now see the Altruist Strategist Direct Index model as a standalone portfolio, equipped with its own factsheet. This model offers a perfect way to own the underlying equities in an index, eliminating expense ratios, and enabling opportunities for customization and tax loss harvesting, at only 12bps/yr.
Apply Direct Index drift settings at the model level
Now when you're using the Strategist Direct Index model in your custom portfolio, the drift settings apply only at the model level and not to each security. This reduces the number of rebalance triggers and allows the securities to accumulate in value, yielding fewer taxable gains and less turnover.
Upgraded search & navigation functionality
We made it easier for you to jump between households, accounts, and clients with our new Global Search functionality. By typing just a few words into the new search bar, you can easily navigate to your relevant account and household names. Additionally, you'll also notice we have moved the navigation toolbar to the side of the screen, to allow space for the new Global Search placement in the header.
Learn more about these updates here.
